U.S. Tax Workflow Evaluation Specialist

About Open Train

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AI training is the human side of building artificial intelligence. People review documents, assess system outputs, apply evaluation criteria, and provide feedback that helps AI systems become more accurate, complete, and useful.

This role brings specialized U.S. tax knowledge into that process by evaluating tax workflows and related financial scenarios. It is an opportunity to contribute practical expertise to cutting-edge AI development through structured review work.

• Help assess how accurately AI systems handle tax-related workflows
• Use human judgment to review outputs against real-world documents and scenarios
• Contribute to AI training through careful annotation and evaluation

Open Train is recruiting a U.S. Tax Workflow Evaluation Specialist to review and assess U.S. tax filing workflows and related financial processes used in AI training. You will compare system-generated outputs with real-world tax documents and scenarios, apply defined rubrics, and provide precise feedback on accuracy, completeness, and user experience.

The position is listed as entry level and requires hands-on experience filing 2025 U.S. taxes independently or with a CPA or tax professional. It is a part-time contractor opportunity requiring 20 or more hours per week, with an advertised rate of $35-$110 per hour.

• Category: U.S. tax workflow review
• Work type:
  Part-time contractor
• Time requirement: 20+ hours per week
• Advertised rate: $35-$110 per hour
• Location eligibility:
  Current residence in a mainland U.S. state
• Working language:
  English

You will evaluate tax-related workflows and financial processes using consistent review methods. Your findings should clearly explain whether outputs are accurate, complete, and usable, while following project procedures for document handling and communication.

• Review, annotate, and evaluate U.S. tax filing workflows
• Assess related financial processes and compare outputs with real-world tax documents and scenarios
• Apply structured rubrics to judge accuracy, completeness, and user experience
• Provide clear written and verbal feedback about evaluation findings
• Use secure account and document connections to support workflow reviews and document sharing
• Provide relevant tax-related materials for project tasks, with downstream use occurring after personally identifiable information is sanitized
• Coordinate asynchronously and provide timely updates on deliverables

This role requires practical familiarity with U.S. tax filing and strong attention to detail when reviewing financial documents. You should be comfortable making consistent judgments against defined evaluation criteria and communicating the reasoning behind your findings.

• Hands‑on experience filing 2025 U.S. taxes independently or with a CPA or tax professional
• Ability to evaluate U.S. tax filing workflows and related financial processes
• Skill in applying structured rubrics to judge accuracy, completeness, and user experience
• Careful document review and annotation with consistent attention to detail
• Clear written and verbal communication
• Familiarity with Google Docs, Sheets, Drive, and related digital workflows
• Current residence in a mainland U.S. state
• Comfort securely connecting designated financial, email, and document accounts for project work

Experience with structured AI evaluation is helpful but not required by the listed requirements. Tax preparation through a CPA, enrolled agent, tax professional, tax preparation service, or tax software may provide relevant context for this work.

• RLHF or model evaluation experience
• Data annotation or quality review experience
• Workflow assessment experience
• Tax preparation experience through a professional, service, or tax software