Tax Advisor (CPA) - Remote

Overview

This contractor part-time role is remote and open to US applicants only. The project involves tax preparation and advisory work, along with evaluating AI-generated tax content. No prior AI experience is required.

The role focuses on:

• Preparing and reviewing federal and applicable state tax returns
• Providing clear explanations of complex tax concepts
• Assessing AI-generated tax advice using defined rubrics and scoring criteria
• Developing evaluation criteria to improve accuracy and reliability for next-generation AI systems

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 income tax filing experience
• Tax advisory experience
• U.S. federal tax knowledge
• State income tax knowledge
• Strong communication skills
• Rubric development experience
• Attention to detail
• AI training & evaluation (as part of the evaluation workflow for this project)

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
• Experience developing rubrics or assessment criteria
• Familiarity with ProSeries, Lacerte, Drake, or similar tax software

Compensation & Benefits

• Contractor (Part Time)

Location

• Remote (US Only)