Tax Advisor (CPA)

We are sharing a part-time consulting opportunity for experienced Tax Advisors with an active CPA licence and strong expertise in U.S. individual and small-business tax preparation, filing, tax advisory, rubric development, and AI-output evaluation to contribute to an advanced tax-focused AI training project.

Selected professionals will prepare and review U.S. tax returns, advise on tax optimisation strategies, evaluate AI-generated tax guidance against structured criteria, and contribute to the development of high-quality tax rubrics and evaluation standards. No prior experience in AI is required.

Key Responsibilities

Individual & Small-Business Tax Preparation

• Prepare and review personal income tax returns, including Form 1040
• Handle small-business filings such as Schedule C
• Review S-Corporation returns using Form 1120-S
• Work with partnership returns using Form 1065
• Ensure filings are accurate and aligned with current tax requirements

Tax Advisory & Optimisation

• Advise on appropriate tax optimisation strategies
• Explain complex tax concepts in clear and practical language
• Help clarify filing requirements, deadlines, and documentation needs
• Support questions involving filing status and required forms
• Apply sound professional judgement across varied tax scenarios

AI Tax Evaluation

• Review AI-generated tax advice and tax-related content
• Assess outputs against established rubrics and evaluation criteria
• Identify factual errors, missing considerations, or weak reasoning
• Provide concise written feedback to improve model performance
• Apply professional tax judgement to ambiguous or complex outputs

Rubric & Evaluation Framework Development

• Contribute to the creation and refinement of tax-related rubrics
• Define grading criteria for tax advice and tax-preparation outputs
• Help establish clear standards for accurate and useful tax responses
• Translate professional tax expertise into structured evaluation criteria
• Support consistency across repeated review assignments

Tax Documentation & Compliance Review

• Verify tax documentation for completeness and accuracy
• Identify missing information that could affect filing outcomes
• Review returns and supporting materials for compliance concerns
• Maintain awareness of relevant federal and state tax requirements
• Apply strong attention to detail across all review tasks

Tax Law & Regulatory Updates

• Stay current with changes in federal tax rules
• Maintain knowledge of at least one state's income tax requirements
• Apply updated tax law to client and project scenarios
• Identify changes that may affect filing or advisory conclusions
• Incorporate current requirements into evaluation and review work

Ideal Profile

• Active CPA licence in good standing
• Eligible to practise in the United States
• 5+ years of professional tax preparation or tax advisory experience
• Extensive experience preparing and filing individual tax returns
• Strong experience with small-business tax returns
• Familiarity with Form 1040, Schedule C, Form 1120-S, and Form 1065
• Strong knowledge of current federal tax regulations
• Working knowledge of at least one state's income tax requirements
• Excellent written and verbal communication skills
• Ability to explain technical tax concepts clearly to varied audiences
• Strong attention to detail and professional judgement
• Experience creating rubrics, grading criteria, or assessment guidelines is advantageous
• Familiarity with AI model evaluation, red-teaming, RLHF, or machine-generated content review is beneficial but not required
• Experience with professional tax software such as ProSeries, Lacerte, or Drake is advantageous
• No prior AI-training experience is required

Engagement Details

• Part-time independent contractor engagement
• Fully remote
• U.S.-based professionals only
• Compensation: $80–$110/hour
• Work will involve tax preparation, tax filing, advisory support, AI-output evaluation, rubric development, and compliance review
• Strong U.S. tax expertise and CPA credentials are central to this engagement
• Assignments may involve both individual and small-business tax scenarios
• Project scope, workload, evaluation criteria, and tax topics may evolve depending on project requirements
• Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, 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.

By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy