Generalist — U.S. Tax Workflow Evaluation

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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