Generalist — U.S. Tax Workflow Evaluation

Executive Staff Recruiters / ESR Healthcare; United States; Remote; USD 34,000 - 69,000; Part time

Job summary

micro1 is seeking a Generalist to participate in a short-term project evaluating U.S. tax workflows and financial processes. No AI background required; domain knowledge is essential to train next-generation systems.

You will review tax filing steps, annotate outcomes, and compare system outputs with real-world documents. The role involves secure handling of financial data and collaboration with project coordinators.

Qualifications

• Currently residing in a mainland U.S. state and able to start immediately.
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Responsibilities

• Carry out structured evaluation tasks by reviewing, annotating, and assessing U.S. tax workflows and related financial processes.
• Follow detailed project instructions and apply defined rubrics to 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.

Skills

Financial literacy

U.S. tax knowledge

Data annotation

Gmail

Google Drive

Google Docs

Google Sheets

Plaid

Document review

Written communication

Verbal communication

Tools

Plaid

Google Drive

Gmail

Google Docs

Google Sheets

Job description

Generalist — U.S. Tax Workflow Evaluation

https://jobs.micro1.ai/post/d0f83737-b673-439b-a66f-0f23bcd2b707?referralCode=1761f2a1-0970-4c4f-a273-a1b557d5ad9f&utm_source=referral&utm_medium=share&utm_campaign=job_referral

Role Type: Contractor

Location: Remote

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'll 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

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

Preferred Qualifications

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