Generalist - Tax Expert | $100/hr | Remote

Generalist , U.S. Tax Filers & Workflow Evaluators. Remote AI Project
We are seeking U.S.-based professionals with strong financial literacy and recent hands-on experience with U.S. tax filing to evaluate real-world tax and financial workflows for an AI research project.
You do not need to be a CPA, tax attorney, or professional tax preparer. This opportunity is designed for detail-oriented people who understand their own taxes, financial documents, and digital financial workflows and can carefully evaluate whether a system handles them correctly.
No prior AI experience is required.
What You’ll Do
Review and evaluate U.S. tax filing workflows
Compare system-generated results against real tax documents and financial scenarios
Assess workflows for accuracy, completeness, usability, and logical consistency
Review tax forms, financial documents, account information, and related outputs
Apply detailed rubrics and evaluation guidelines consistently
Identify missing information, incorrect assumptions, workflow failures, and confusing user experiences
Annotate documents and system-generated outputs
Provide clear written explanations of errors and quality issues
Complete structured financial and tax-related evaluation tasks
Provide verbal feedback when required
Collaborate asynchronously with project coordinators
Provide timely updates and complete assigned evaluations within project timelines
Who Can Apply
This opportunity is open to a broad range of professionals with recent U.S. tax-filing experience.
Relevant backgrounds may include:
Business Professionals, Operations Professionals, Analysts, Financially Savvy Professionals, Knowledge Workers, Tax Filers, Personal Finance Users, and Generalist Professionals.
Finance and accounting backgrounds may include:
Financial Analysts, Finance Professionals, Accounting Professionals, Accountants, Bookkeepers, FP&A Analysts, Corporate Finance Professionals, Finance Managers, Accounting Analysts, Accounts Payable Professionals, Accounts Receivable Professionals, Payroll Professionals, and Financial Operations Specialists.
Tax-related backgrounds may include:
Tax Preparers, Tax Associates, Tax Accountants, Tax Analysts, Enrolled Agents, CPAs, Tax Consultants, Individual Tax Specialists, Personal Tax Professionals, and Tax Operations Professionals.
Operations and analytical backgrounds may include:
Business Analysts, Operations Analysts, Program Analysts, Project Analysts, Process Analysts, Quality Analysts, QA Reviewers, Data Analysts, Research Analysts, Compliance Analysts, and Business Operations Specialists.
Administrative backgrounds may include:
Executive Assistants, Administrative Professionals, Operations Coordinators, Project Coordinators, Office Managers, Business Support Professionals, and Documentation Specialists with strong financial literacy.
AI and evaluation backgrounds may include:
AI Evaluators, Model Evaluators, Data Annotators, Data Labelers, RLHF Contributors, Human Feedback Specialists, Quality Reviewers, Rubric Evaluators, Content Reviewers, and Workflow Evaluators.
Relevant experience may include:
Preparing your own tax return
Filing taxes using tax software
Working with a CPA or tax professional while actively reviewing your return
Reviewing W-2 income
Reviewing 1099 income
Investment income
Interest and dividend income
Capital gains and losses
Self-employment income
Contractor income
Retirement contributions
Student-related tax information
Health insurance tax documents
Itemized or standard deductions
Tax credits
Estimated payments
Tax refunds
Federal tax filings
State tax filings
Requirements
Able to begin promptly
Strong financial literacy
Hands-on experience filing or closely reviewing your 2025 U.S. taxes
Comfortable reviewing financial and tax-related documents
Strong attention to detail
Ability to identify errors and inconsistencies
Comfortable following detailed instructions and structured rubrics
Strong written and verbal communication skills
Ability to clearly explain why a workflow is correct or incorrect
Comfortable using Google Workspace
Comfortable completing structured digital workflows
Willing to use required secure project integrations when appropriate
Comfortable working independently in a remote environment
Preferred Background
Experience filing your own U.S. taxes
Experience working directly with a CPA or tax preparer on your return
Accounting, finance, tax, operations, analytical, or administrative experience
Strong familiarity with tax and financial documents
Experience reviewing spreadsheets and financial information
Experience with Google Drive, Gmail, Docs, and Sheets
Experience using Plaid or other financial-account connection tools
Experience with tax preparation software
Experience reviewing or annotating documents
Experience with QA or workflow testing
This opportunity is ideal for someone who is financially literate, detail-oriented, comfortable navigating personal tax and financial workflows, and able to clearly identify when a digital system gets something right or wrong. We are a referral partner of the client.
You do not need to be a professional tax expert. Strong candidates understand their own U.S. tax filing process, can carefully review financial documents, follow detailed instructions, and provide precise feedback on real-world workflow quality.

Work arrangement
No