Generalist - U.S. Tax Workflow Evaluation

We are sharing a specialised consulting opportunity for detail-oriented professionals with strong financial literacy, hands-on U.S. tax-filing experience, document-review skills, and familiarity with structured evaluation workflows to contribute to an advanced AI training and tax-workflow evaluation project.

Selected professionals will review and assess U.S. tax and financial workflows, compare system-generated outputs with real-world documents and scenarios, apply defined evaluation rubrics, and provide structured feedback on accuracy, completeness, and user experience. No prior experience in AI is required.

Key Responsibilities

U.S. Tax Workflow Evaluation

• Review structured U.S. tax-filing and related financial workflows
• Assess workflow accuracy, completeness, consistency, and usability
• Compare system-generated outputs with realistic tax documents and scenarios
• Identify missing, incorrect, or inconsistent information
• Apply practical tax-filing experience when evaluating workflow quality

Document Review & Annotation

• Review and annotate tax-related and financial documents according to project instructions
• Assess whether information is represented accurately throughout each workflow
• Identify discrepancies between source documents and generated outputs
• Maintain strong attention to detail across repeated evaluation tasks
• Document findings clearly and consistently for downstream review

Rubric-Based Quality Evaluation

• Apply defined rubrics and structured evaluation criteria objectively
• Assess outputs against specified quality and completion standards
• Provide consistent ratings and written rationale where required
• Identify edge cases or scenarios requiring additional clarification
• Support reliable quality-control processes across project assignments

Connected Workflow & Data Review

• Use secure project workflows involving personal Gmail, Google Drive, and connected financial accounts
• Connect financial accounts through secure Plaid-based access where required
• Share relevant tax-related documents for authorised project evaluation
• Follow project procedures for handling financial and tax information
• Support workflow reviews in which downstream materials are processed after personally identifiable information has been sanitised

Communication & Project Collaboration

• Communicate evaluation findings clearly through written and verbal feedback
• Provide timely updates on progress, questions, and completed deliverables
• Collaborate asynchronously with project coordinators and reviewers
• Follow detailed instructions and adapt to evolving evaluation requirements
• Maintain clarity, consistency, and professionalism across remote project workflows

Ideal Profile

• Currently residing in a mainland U.S. state and available to begin promptly
• Hands-on experience filing 2025 U.S. taxes, independently or with support from a CPA or tax professional
• Strong general financial literacy
• Comfortable reviewing tax documents and related financial information
• Proficient in document review, annotation, and structured quality evaluation
• Strong attention to detail and consistency
• Experience applying rubrics, evaluation criteria, or quality-review standards
• Familiarity with data annotation, RLHF, model evaluation, or workflow assessment is advantageous
• Comfortable using Google Workspace, including Docs, Sheets, and Drive
• Willing and able to use secure project-specific connections involving personal Gmail, Google Drive, and financial accounts
• Excellent written and verbal communication skills
• Ability to follow detailed digital workflows and project instructions accurately
• No prior AI-training or model-evaluation experience is required

Engagement Details

• Independent contractor engagement
• Remote — mainland United States only
• Compensation: $35–$110/hour
• Work will involve U.S. tax-workflow evaluation, financial-document review, annotation, rubric-based assessment, and structured feedback
• Applicants should have practical experience with 2025 U.S. tax filing
• Project workflows may require secure connection of personal Gmail, Google Drive, and financial accounts through Plaid
• Relevant tax-related documents may be used for authorised project review, with downstream use occurring after PII sanitisation
• Strong financial literacy, attention to detail, and comfort with structured digital workflows are central to this engagement
• Project scope, workload, workflow types, and evaluation standards may evolve depending on project requirements

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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