Generalist — U.S. Tax Workflow Evaluation – Remote

RemoteJobsOne; Detroit (MI); Remote; USD 48,000 - 152,000; Full time

Job summary

RemoteJobsOne is hiring for a Generalist — U.S. Tax Workflow Evaluation contractor role. This fully remote position supports evaluating U.S. tax filing workflows and related financial processes for AI training data.

You will review, annotate, and compare outputs against real documents, using secure tools like Plaid, Gmail, and Google Drive. Strong communication skills and familiarity with Google Workspace are essential.

Qualifications

• Demonstrated financial literacy and hands-on experience filing 2025 U.S. taxes.
• Proficient in reviewing and annotating documents with attention to detail and consistency.
• Familiar with Google Workspace tools (Docs, Sheets, Drive) and digital workflows.

Responsibilities

• Carry out structured evaluation tasks by reviewing, annotating, and assessing U.S. tax filing workflows and related financial processes.
• Follow project instructions and apply rubrics to evaluate workflow accuracy, completeness, and user experience.
• Review and compare system outputs to real-world tax documents and scenarios.
• Connect personal financial accounts via Plaid and access Gmail/Drive to facilitate workflow reviews and document sharing.
• Share relevant tax-related documents for project purposes, with downstream use after PII is sanitized.
• Communicate findings clearly through written and verbal feedback; collaborate asynchronously with project coordinators.
• Provide timely updates on deliverables to the team.

Skills

Financial literacy

Document annotation

Google Workspace

RLHF

Quality review

Written communication

Verbal communication

Tools

Plaid

Gmail

Google Drive

Job description

Generalist — U.S. Tax Workflow Evaluation – Remote (Worldwide)

IMPORTANT: after you apply, please check your email. We sendyou a link to complete your application — it is not considered until that laststep is done. If you do not see it, check your spam folder.

This is a fully remote position, open to candidates based in 55 countries, including United States, United Kingdom, Canada, Germany, India, France, Netherlands, Singapore.

Pay: $35–$110/hr

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

Role Type: Contractor

Location: Remote

We are 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

• 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.