Generalist — U.S. Tax Workflow Evaluation - Remote

Role Title: Generalist — U.S. Tax Workflow Evaluation
Role Type: Contractor
Location: Remote, U.S. Only

We are engaging detail-oriented Generalists for a short-term customer project focused on evaluating U.S. tax and financial workflows. You’ll apply your financial knowledge to review real-world tax processes, assess system-generated outputs, and provide high-quality feedback to support AI development. No prior AI experience is required.

Scope of Work

• Review, annotate, and evaluate U.S. tax filing workflows and related financial processes.

• Apply defined rubrics to assess accuracy, completeness, and user experience.

• Compare system-generated outputs against real-world tax documents and scenarios.

• Review relevant tax-related documents and financial information through secure project workflows.

• Identify errors, inconsistencies, and areas for improvement.

• Provide clear written and verbal feedback on evaluation results.

• Collaborate asynchronously with project coordinators and meet assigned deadlines.

Preferred Qualifications

• Currently residing in a mainland U.S. state and available to start immediately.

• Strong financial literacy and hands-on experience filing 2025 U.S. taxes, independently or with professional assistance.

• Comfortable working with digital financial and document-sharing workflows.

• Strong document review, annotation, and attention-to-detail skills.

• Experience with rubrics, quality review, data annotation, or workflow evaluation is a plus.

• Excellent written and verbal communication skills.

• Familiarity with Google Workspace, including Docs, Sheets, and Drive.