Generalist, US Personal Finance

Role Type: Contractor (Short Term)
Location: Remote – US Only

Job Description

We are seeking US-based contributors for a short-term AI training project focused on personal finance, household budgeting, and US tax filing. Applicants must reside in the United States, have US-based financial accounts, and have personally filed a 2025 US federal tax return.

Required Skills

• Attention to Detail

• Written Communication

• Instruction Following

• Personal Tax Filing Experience

• Household Budgeting and Personal Finance

• Online Banking and Financial Apps

• Data Entry and Basic Spreadsheets

• Task Management and Deadline Delivery

Responsibilities

• Complete at least four personal finance tasks.

• Connect eligible US financial accounts through Plaid.

• Enter and verify financial data accurately.

• Follow instructions and document completed tasks.

• Deliver all assignments by October 21, 2026.