Generalist — U.S. Tax Workflow Evaluation

Responsibilities

• Review, annotate, and assess U.S. tax filing workflows and related financial processes.
• Follow detailed project instructions and apply defined rubrics to evaluate workflow accuracy, completeness, and user experience.
• Review and compare system-generated outputs against real-world tax documents and scenarios.
• Connect personal financial accounts through secure Plaid login, along with personal Gmail and Google Drive, for workflow reviews and document sharing.
• Share relevant tax-related documents for project purposes after downstream use has been subject to PII sanitization.
• Communicate findings through written and verbal feedback as required.
• Collaborate asynchronously with project coordinators.
• Provide timely updates on project deliverables.

Skills

Requirements

• Currently residing in a mainland U.S. state.
• Able to start immediately.
• Demonstrated financial literacy.
• Hands-on experience filing 2025 U.S. taxes independently or in consultation with a CPA or tax professional.
• Comfortable connecting personal Gmail, Google Drive, and financial accounts for secure, project-specific use.
• Proficient in reviewing and annotating documents with strong attention to detail and consistency.
• Experience applying structured evaluation criteria or rubrics, or participating in model or workflow assessments.
• Experience in data annotation, RLHF, or quality review is relevant.
• Excellent written and verbal communication skills.
• Familiarity with Google Workspace tools and digital workflows.

Benefits

• Fully remote contractor opportunity for eligible mainland U.S. residents.
• Compensation of $35–$110 per hour.
• Short-term project-based engagement.
• Opportunity to contribute financial and U.S. tax workflow expertise to next-generation AI systems.
• No prior AI experience required.