Personal Finance Experts for AI Training

Lifted, an Upwork Company™•Florida City, FL

About The Position

We are seeking a high volume of personal finance experts to help design and train the next generation of autonomous agents. Enterprise clients help the world’s most innovative companies improve their AI models by providing human feedback.

Requirements

Hands-on professional experience serving individual clients in one or more of the following areas: Personal tax (preparing individual (1040) returns, personal tax planning, capital-gains, self-employment/quarterly taxes) with titles such as CPA, Enrolled Agent (EA), personal tax preparer.
Investments & retirement advising individuals on portfolios and retirement accounts (asset allocation, rebalancing, 401(k)/IRA/Roth, Social Security) with titles such as financial advisor, wealth advisor, retirement planner.
Financial planning (comprehensive personal planning including budgeting, cash flow, debt, goals) with a strong signal of CFP or PFS designation, or 5+ years advising households.
Estate planning (non-attorney) including estate and gift tax, trust administration, beneficiary planning, fiduciary accounting with titles such as trust officer, CTFA, CPA/EA doing estate tax, fiduciary accountant.
Debt & life events including student loans, mortgage refinance, credit-card payoff, home affordability, 529/college planning.
Equity comp & self-employed finances including RSUs, stock options, ESPP, or freelancer/self-employed personal cash-flow with strong signals of CFP, CPA, EA, PFS, CTFA. Client-facing advisory roles.
Builds real deliverables such as financial plans, Excel models, or completed filings.