We are sharing a short-term consulting opportunity for financially literate U.S.-based professionals with recent hands-on tax-filing experience to evaluate real-world tax and financial workflows used in advanced AI training and workflow assessment.
Selected contributors will review U.S. tax-filing processes, compare system-generated outputs against real-world documents and scenarios, apply structured evaluation rubrics, and provide clear feedback on workflow accuracy, completeness, and usability. No prior AI experience is required; practical familiarity with U.S. personal taxes and digital financial workflows is the primary qualification.
Key Responsibilities
U.S. Tax Workflow Evaluation
- Review structured U.S. tax-filing workflows
- Assess financial processes for accuracy and completeness
- Evaluate whether workflows reflect realistic tax-filing practices
- Identify errors, omissions, or inconsistent process steps
- Apply recent personal tax-filing experience to evaluation tasks
Document & Data Review
- Review tax-related documents and financial materials
- Compare system-generated outputs with real-world records
- Annotate documents according to project requirements
- Identify discrepancies between source materials and generated results
- Maintain consistent attention to detail across reviews
Rubric-Based Assessment
- Follow detailed project instructions and evaluation criteria
- Apply defined rubrics consistently across assigned workflows
- Assess accuracy, completeness, and user experience
- Distinguish material workflow problems from minor variations
- Provide objective ratings and supporting observations
Secure Digital Workflow Participation
- Connect personal financial accounts through secure Plaid workflows where required
- Connect personal Gmail and Google Drive for project-specific workflow review
- Share relevant tax-related documentation for approved project purposes
- Ensure personally identifiable information is sanitised before downstream use
- Follow required digital processes carefully and consistently
Feedback & Project Collaboration
- Communicate findings through clear written feedback
- Provide verbal explanations when required
- Document issues and workflow observations precisely
- Collaborate asynchronously with project coordinators
- Provide timely updates on assigned deliverables
Ideal Profile
- Currently residing in a mainland U.S. state
- Able to begin the project immediately
- Strong general financial literacy
- Hands-on experience filing 2025 U.S. taxes
- Tax filing may have been completed independently or with support from a CPA or tax professional
- Familiarity with common personal tax documents and financial workflows
- Comfortable reviewing and annotating financial documents
- Strong attention to accuracy, consistency, and detail
- Ability to follow structured instructions and evaluation rubrics
- Experience with quality review, data annotation, RLHF, workflow assessment, or similar evaluation work is advantageous
- Comfortable using Google Workspace tools including Docs, Sheets, and Drive
- Comfortable securely connecting personal Gmail, Google Drive, and financial accounts for project-specific workflows
- Clear written and verbal communication skills
- Ability to work independently in a remote, asynchronous environment
- No prior AI-training or model-evaluation experience is required
Engagement Details
- Independent contractor engagement
- Short-term project
- Remote — mainland United States only
- Compensation: $30–$110/hour
- Immediate availability is preferred
- Work will involve U.S. tax workflow evaluation, document review, rubric application, and feedback
- Contributors must have practical experience filing 2025 U.S. personal taxes
- Secure connection of personal financial accounts through Plaid may be required
- Personal Gmail and Google Drive access may also be required for approved workflow-review tasks
- Relevant tax documents may be shared for project purposes, with personally identifiable information sanitised before downstream use
- Project tasks may involve Google Workspace and other digital workflow tools
- Work must be completed without using confidential, proprietary, client-specific, account-identifying, or otherwise restricted information belonging to any employer, financial institution, client, or other third party
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
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