Generalist — U.S. Tax Workflow Evaluation – Remote

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This is a fully remote position
, open to candidates based in 55 countries, including United States, United Kingdom, Canada, Germany, India, France, Netherlands, Singapore.

Pay: $35–$110/hr

Role

Title:

Generalist — U.S. Tax Workflow Evaluation

Role Type:
Contractor

Location:

Remote

We are engaging Generalist — U.S. Tax Workflow Evaluations to participate in a short-term customer project focused on evaluating U.S. tax and financial workflows. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Scope of Work

• Carry out structured evaluation tasks by reviewing, annotating, and assessing U.S. tax filing workflows and related financial processes.
• Follow detailed project instructions and apply defined rubrics to objectively evaluate workflow accuracy, completeness, and user experience.
• Review and compare system-generated outputs to real-world tax documents and scenarios.
• Connect personal financial accounts via secure Plaid login, as well as personal Gmail and Google Drive to facilitate workflow reviews and document sharing.
• Share relevant tax-related documents for project purposes, with all downstream use occurring after PII has been sanitized.
• Communicate findings clearly through both written and verbal feedback as required.
• Collaborate asynchronously with project coordinators and provide timely updates on deliverables.

Preferred Qualifications

• Currently residing in a mainland U.S. state and able to start immediately.
• Demonstrated financial literacy and hands-on experience filing 2025 U.S. taxes, either independently or in consultation with a CPA/tax professional.
• Comfortable connecting personal Gmail, Google Drive, and financial accounts for secure, project-specific use.
• Proficient in reviewing and annotating documents, with attention to detail and consistency.
• Experience applying structured evaluation criteria, rubrics, or participating in model or workflow assessments (e.g., data annotation, RLHF, quality review).
• Excellent written and verbal communication skills, with a focus on clarity and precision.
• Familiarity with Google Workspace tools (Docs, Sheets, Drive), and ability to follow digital workflows.