Note: The job is a remote job and is open to candidates in USA. SoTalent is seeking a Personal Finance Associate to support the evaluation and improvement of AI systems handling financial scenarios. The role involves developing prompts, reviewing AI-generated financial responses, assessing their accuracy and reasoning, and providing quality assurance feedback across personal finance disciplines.
Responsibilities
- Create simple, effective prompts that serve as starting points for AI models
- Develop realistic scenarios related to:
- Personal Tax Planning
- Retirement Planning
- Investment Strategies
- Estate Planning
- Debt Management
- Self-Employed Finances
- Equity Compensation
- Review AI-generated solutions and reasoning
- Assess accuracy, completeness, and financial soundness
- Rank model outputs based on:
- Correctness
- Logic
- Financial Best Practices
- Quality of Reasoning
- Identify errors, inconsistencies, and gaps in AI responses
- Ensure recommendations align with accepted financial principles
- Provide feedback to improve model performance
Skills
- Are you a tax preparer, financial planner, investment advisor, retirement specialist, estate administration professional, or personal finance expert?
- Experience with:
- • Individual Tax Returns (1040)
- • Tax Planning
- • Capital Gains Tax
- • Estimated Taxes
- • Self-Employment Taxes
- • Tax Optimization Strategies
- Knowledge of:
- • Portfolio Management
- • Asset Allocation
- • Rebalancing
- • 401(k)
- • Traditional IRA
- • Roth IRA
- • Retirement Income Planning
- • Social Security
- Experience with:
- • Budgeting
- • Cash Flow Planning
- • Debt Management
- • Goal Planning
- • Personal Finance Strategies
- Non-attorney experience with:
- • Estate Tax Concepts
- • Gift Tax Planning
- • Trust Administration
- • Beneficiary Planning
- • Fiduciary Accounting
- Knowledge of:
- • Student Loans
- • Mortgage Refinancing
- • Credit Card Debt Reduction
- • Home Affordability Analysis
- • 529 College Savings Plans
- Experience with:
- • RSUs
- • Stock Options
- • ESPP Programs
- • Contractor Finances
- • Freelance Income Planning
- • Self-Employed Cash Flow Management
- • Hands-on professional experience serving individual financial clients
- • Deep knowledge in one or more personal finance disciplines
- • Strong analytical and critical-thinking skills
- • Ability to evaluate complex financial scenarios
- • Excellent written communication skills
- • Attention to detail and accuracy
- • Personal Tax Preparation
- • Financial Planning
- • Investment Advisory
- • Retirement Planning
- • Estate & Trust Administration
- • Equity Compensation
- • Cash Flow Management
- • AI Evaluation
- • Prompt Engineering
- • Financial Analysis
- • Critical Thinking
- • Financial Modeling
Benefits
- Remote work setting
Company Overview