Remote | Personal Finance Review Consultant — $70–$100/hour

24-Mag•New York, NY

1d•Remote

About The Position

We are sharing a specialised part-time consulting opportunity for professionals experienced in personal finance, budgeting, tax preparation, bookkeeping, consumer finance, and structured financial documentation workflows. This role supports current and upcoming remote consulting opportunities focused on structured personal finance review, budgeting workflow analysis, transaction categorization, tax documentation, consumer finance comparison, and high-quality project execution. Selected professionals will apply their finance expertise to review realistic personal finance scenarios, evaluate documentation requirements, prepare structured written outputs, and support accurate, evidence-based financial workflow tasks.

Requirements

3+ years of experience in personal finance, tax preparation, bookkeeping, wealth advisory, financial coaching, accounting support, or related financial services
Experience with one or more areas such as budgeting systems, tax packet preparation, personal bookkeeping, transaction categorization, credit card comparison, billing disputes, or portfolio summaries
Familiarity with tools such as TurboTax, QuickBooks, Mint, Monarch, Copilot, Excel, Google Sheets, or similar personal finance and bookkeeping tools
Comfort reading and preparing personal finance artifacts such as budgets, tax packets, dispute letters, transaction summaries, net worth statements, portfolio summaries, and financial checklists
Strong written communication skills and ability to explain financial reasoning clearly
Ability to follow structured instructions and produce evidence-based work

Nice To Haves

CFP, EA, CPA, bookkeeping certification, tax preparation credential, or equivalent financial services background
Experience with U.S. tax rules, personal tax preparation, credit card rewards ecosystems, consumer finance products, or household budgeting
Familiarity with spreadsheet-based financial models, budgeting tools, bookkeeping systems, or tax preparation software
Experience preparing budgets, tax packets, financial summaries, dispute letters, or portfolio documentation
Strong attention to detail in numbers-heavy and documentation-based workflows

Responsibilities

Review personal finance scenarios involving transaction categorization, budget reconciliation, spending analysis, and anomaly detection
Evaluate transactions against defined category maps, budget targets, account summaries, and documented financial records
Support structured review of spending patterns, budget outputs, reconciliation notes, and financial summaries
Identify missing information, categorization issues, spending anomalies, and expected financial outcomes
Review tax preparation scenarios involving required-document checklists, tax packet assembly, income records, deductions, and supporting materials
Support structured review of net worth rollups, asset summaries, liability records, portfolio summaries, and personal finance documentation
Prepare clear written explanations for financial documentation decisions based on source materials and defined criteria
Evaluate financial planning materials against documented inputs, computable totals, and required review steps
Review consumer finance scenarios involving credit card comparisons, rewards structures, billing disputes, account statements, and provider terms
Evaluate credit card or financial product comparisons against defined criteria, fees, rewards, eligibility requirements, and documented constraints
Support review of billing dispute materials, dispute letters, valid or invalid outcomes, and supporting records
Maintain accuracy, consistency, and professional judgment across submitted work