We are looking for Generalist — U.S. Tax Workflow Evaluation candidates for a project delivered through the hiring partner.
About the role
Role Title: Generalist — U.S. Tax Workflow Evaluation
- Role Type
- Contractor
- Location
- Remote
The hiring partner is 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.
Expertise
Who you work with
Project and contracting process: the hiring partner. Applications continue on the provider's website.
Pay and hours
This role pays $30–$110/hr. That is about 30% below the $100 an hour median for finance roles open now.
Who can apply from where
The provider has not confirmed country eligibility. Check the original offer before applying. With a profile, Tier1 checks your country and languages against this role and every other before you apply.