Personal Finance & Tax Expert - AI Training

Overview

An AI training project is seeking United States-based personal finance professionals to work with real-world financial topics and scenarios. This opportunity is intended for candidates whose professional work directly supports individuals or households.

Relevant Backgrounds

Experience in one or more of the following areas may be a strong fit:

• Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
• Advising individuals on investments, asset allocation, portfolio rebalancing, retirement accounts, or Social Security planning.
• Helping households with comprehensive financial planning, budgeting, cash flow, debt, or financial goals.
• Supporting estate and gift tax, trust administration, beneficiary planning, or fiduciary accounting in a non-attorney capacity.
• Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college and 529 planning.
• Supporting clients with equity compensation, including RSUs, stock options, ESPPs, or self-employed finances.

Relevant titles may include:

• CPA, Enrolled Agent, personal tax preparer
• Financial advisor, wealth advisor
• Retirement planner, financial planner
• Trust officer, fiduciary accountant

Credentials such as CFP, PFS, CPA, EA, and CTFA are strong signals, but are not required for every qualified background.

Requirements

• Currently based in the United States.
• At least 2 years of directly relevant professional experience.
• Professional experience advising or supporting individuals or households in at least one of the areas listed above.
• Ability to apply sound judgment, explain financial concepts clearly, and follow detailed project instructions.

Compensation

• $50 USD per hour

Location

• United States-based