Tax Advisor (CPA) - Remote

Overview

This contractor (part-time) role is remote (US only) and focuses on tax preparation, tax advisory, and evaluating AI-generated tax content.

The work includes preparing and reviewing tax returns, providing clear guidance on complex tax topics, and developing evaluation criteria (rubrics and scoring standards) to improve accuracy and reliability in next-generation AI systems.

No prior AI experience is required.

Responsibilities

• Prepare and review Form 1040, Schedule C, 1120-S, and 1065 tax returns
• Provide tax guidance and explain complex tax concepts clearly
• Review AI-generated tax advice against defined rubrics and scoring criteria
• Verify tax documentation, filing requirements, deadlines, and applicable forms
• Develop and refine tax-related evaluation rubrics and grading standards
• Stay current with federal and applicable state tax laws

Requirements

• Active CPA license
• Income tax preparation and filing
• Tax advisory experience and U.S. federal tax knowledge
• State income tax knowledge
• Strong communication skills
• Ability to develop evaluation rubrics
• Attention to detail

Preferred Qualifications

• Active CPA license in good standing with U.S. practice eligibility
• 5+ years of professional tax preparation or advisory experience
• Strong experience with personal and small business tax returns
• Knowledge of current federal tax regulations and at least one state's income tax requirements
• Excellent written and verbal communication skills
• Experience evaluating AI-generated content or providing structured feedback (plus)
• Experience developing rubrics or assessment criteria (preferred)
• Familiarity with ProSeries, Lacerte, Drake, or similar tax software (plus)

Location

• Remote (US Only)

Screening Questions

• Do you hold an active CPA license in good standing?
• How many years of tax preparation/advisory experience do you have?
• What types of individual and business tax returns do you regularly prepare?
• Which U.S. state tax jurisdictions are you experienced with?
• Do you have experience reviewing AI-generated content or developing evaluation rubrics?
• Which professional tax software do you use?
• How soon can you start?