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. 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