Senior Personal Finance & Tax Expert - AI Training

Overview

This opportunity is part of an AI training project focused on real-world personal finance topics and scenarios. The role is intended for senior, United States-based personal finance professionals whose work directly supports individuals or households (rather than candidates with experience limited to corporate finance).

Responsibilities

• Support AI training with real-world financial topics and household-relevant scenarios
• Apply senior-level judgment to advise and explain complex financial concepts clearly
• Follow detailed project instructions

Requirements

• Currently based in the United States.
• At least 10 years of directly relevant professional experience.
• Significant professional experience advising or supporting individuals or households in at least one of the following areas:
  • 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.
• Ability to apply senior-level judgment, explain complex financial concepts clearly, and follow detailed project instructions.

Preferred Qualifications

Experience or credentials that align with senior, household-facing guidance are strong signals, including (as applicable):

• CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant
• CFP, PFS, CPA, EA, and CTFA
• Equivalent depth of household-facing experience may also qualify.

Compensation

• $96 USD per hour

Location

United States