U.S. Tax Workflow Evaluation

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