Generalist — U.S. Tax Workflow Evaluation

Micro1; India; Remote; INR 3,234,000 - 5,821,000; Full time

Job summary

Cashback24x7 seeks a Generalist for a short-term U.S. Tax Workflow Evaluation project. The role is a contractor position focused on reviewing and annotating U.S. tax workflows and financial processes to train AI systems.

You will follow rubrics, assess accuracy, and ensure high-quality inputs while handling documents securely. Ideal candidates reside in the mainland U.S. and can start immediately. Familiarity with Google Workspace and experience in data annotation or model evaluation are valued.

Qualifications

• Strong financial literacy and experience applying structured evaluation criteria such as rubrics.
• Excellent documentation and annotation skills with focus on accuracy and consistency.
• Clear written and verbal communication to relay findings to coordinators.
• Experience with data labeling, model evaluation, or RLHF quality reviews is a plus.

Responsibilities

• Carry out structured evaluation tasks by reviewing U.S. tax filing workflows and related processes.
• Apply rubrics to assess workflow accuracy, completeness, and user experience.
• Review and compare system-generated outputs to real-world tax documents and scenarios.
• Connect accounts and documents securely for workflow reviews (as required by project scope).
• Share relevant documents for project purposes, with PII sanitized downstream.
• Communicate findings clearly through written and verbal feedback to coordinators.
• Collaborate asynchronously with project coordinators and provide timely updates on deliverables.

Skills

Financial literacy

Attention to detail

Written & verbal communication

Document review & annotation

RLHF / quality review

Tools

Google Workspace

Job description

Job Description

Role Title: Generalist - U.S. Tax Workflow Evaluation

Role Type: Contractor

Location: Remotemicro1

micro1 is engaging Generalist - U.S. Tax Workflow Evaluations to participate in a short-term customer project focused on evaluating U.S. tax and financial workflows. In this role, you will apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters.

Scope of Work

• Carry out structured evaluation tasks by reviewing, annotating, and assessing U.S. tax filing workflows and related financial processes.
• Follow detailed project instructions and apply defined rubrics to objectively evaluate workflow accuracy, completeness, and user experience.
• Review and compare system-generated outputs to real-world tax documents and scenarios.
• Connect personal financial accounts via secure Plaid login, as well as personal Gmail and Google Drive to facilitate workflow reviews and document sharing.
• Share relevant tax-related documents for project purposes, with all downstream use occurring after PII has been sanitized.
• Communicate findings clearly through both written and verbal feedback as required.
• Collaborate asynchronously with project coordinators and provide timely updates on deliverables.

Preferred Qualifications

• Currently residing in a mainland U.S. state and able to start immediately.
• Demonstrated financial literacy and hands-on experience filing 2025 U.S. taxes, either independently or in consultation with a CPA/tax professional.
• Comfortable connecting personal Gmail, Google Drive, and financial accounts for secure, project-specific use.
• Proficient in reviewing and annotating documents, with attention to detail and consistency.
• Experience applying structured evaluation criteria, rubrics, or participating in model or workflow assessments (e.g., data annotation, RLHF, quality review).
• Excellent written and verbal communication skills, with a focus on clarity and precision.
• Familiarity with Google Workspace tools (Docs, Sheets, Drive), and ability to follow digital workflows.