πΊπΈ Generalist — U.S. Tax Workflow Evaluation | Remote | $35–$110/Hour Remote Openings 30
πΊπΈ Generalist — U.S. Tax Workflow Evaluation | Remote | $35–$110/Hour
Posted by: micro1
Job Type: Contractor
Location: Remote
Openings: 30
Pay: $35–$110/hour
Project Type: Short-term customer project
AI Experience: Not required
π About the Role
micro1 is engaging Generalists for U.S. Tax Workflow Evaluation to participate in a short-term customer project focused on evaluating U.S. tax and financial workflows.
In this role, you will review and evaluate tax-related workflows, documents, and system-generated outputs using defined evaluation criteria.
Your work will also contribute to training next-generation AI systems using high-quality, real-world professional input.
No previous AI experience is required — your financial and tax-related knowledge is what matters.
π― Scope of Work / Responsibilities
As a U.S. Tax Workflow Evaluation Generalist, you will:
π Review, annotate, and evaluate U.S. tax filing workflows and related financial processes
π Follow detailed project instructions and apply defined evaluation rubrics
π Assess workflow accuracy, completeness, and user experience
π Review and compare system-generated outputs with real-world tax documents and scenarios
π Connect personal financial accounts through secure Plaid login for project-specific workflow reviews
π§ Connect personal Gmail and Google Drive as required for document sharing and workflow evaluation
π Share relevant tax-related documents for project purposes
π‘️ Work with documents after personally identifiable information (PII) has been sanitized for downstream use
✍️ Provide clear written feedback on findings
π£️ Communicate findings verbally when required
π€ Collaborate asynchronously with project coordinators
⏰ Provide timely updates on assigned deliverables
π ️ Required Skills
Candidates should have experience or strong skills in:
π° Financial literacy
πΊπΈ U.S. tax filing
π Tax document review
π Data review
π Rubric evaluation
π Document annotation
π₯️ Google Workspace
π Preferred Qualifications
micro1 prefers candidates who:
πΊπΈ Currently reside in a mainland U.S. state
⚡ Are able to start immediately
π΅ Have demonstrated financial literacy
π§Ύ Have hands-on experience filing 2025 U.S. taxes, independently or with a CPA/tax professional
π Are comfortable connecting personal Gmail, Google Drive, and financial accounts for secure, project-specific use
π Have experience reviewing and annotating documents
π Have strong attention to detail and consistency
π Have experience applying structured evaluation criteria or rubrics
π€ Have experience in data annotation, RLHF, quality review, model evaluation, or workflow assessment
✍️ Have excellent written and verbal communication skills
π§© Are familiar with Google Docs, Sheets, and Drive
π Can comfortably follow digital workflows and detailed instructions
π° Compensation & Work Details
Pay: $35–$110 per hour
πΌ Contractor
π Remote
π₯ 30 openings
⏳ Short-term customer project
πΊπΈ U.S. tax and financial workflow evaluation
π€ AI training and evaluation project
π Important Account & Document Requirements
This project includes specific requirements involving:
Secure Plaid login for financial accounts
Personal Gmail
Google Drive
Tax-related documents
Sanitized PII for downstream project use
Applicants should carefully review the official micro1 project requirements and privacy/security information before participating.
π€ AI Project Opportunity
This project provides an opportunity to contribute real-world U.S. tax and financial workflow knowledge to AI training and evaluation.
Previous AI experience is not required.
π How to Apply
Interested candidates can apply through the official micro1 platform:
Important: This role specifically prefers candidates currently residing in a mainland U.S. state and with hands-on experience filing 2025 U.S. taxes.
π€ Who Is This Role For?
This opportunity may be relevant for people with experience in:
πΊπΈ U.S. Tax Filing
π° Personal Finance
π Financial Workflows
π§Ύ Tax Document Review
π Data Annotation
π€ AI Evaluation
π Quality Review
π Document Review
Apply Now