Personal Finance Experts for AI Training

SmartRecruiters, Inc.; Florida City (FL); Remote; USD 55,000 - 117,000; Part time

Job summary

SmartRecruiters, Inc. seeks many Personal Finance Experts to assist enterprise clients in training AI models with human feedback. Flexible schedule and client-facing advisory roles are core to the work.

The engagement covers personal tax, investments, financial planning, and estate/ debt considerations, with emphasis on delivering tangible deliverables for individuals.

Qualifications

• Hands-on experience serving individual clients in personal tax, investments, financial planning, estate planning, debt management, and equity compensation.

Responsibilities

• Provide tax preparation and planning for individuals.
• Advise on portfolios, retirement accounts, and asset allocation.
• Develop comprehensive personal financial plans and cash-flow models.

Skills

Personal tax

Investments & retirement

Financial planning

Estate planning

Debt & life events

Equity comp & self-employed finances

Education

CPA

EA

CFP

PFS

Job description

Personal Finance Experts for AI Training

Contract

Enterprise clienthelps the world's most innovative companies improve their AI models by providing human feedback.

We are seeking a high volume of personal finance experts to help design and train the next generation of autonomous agents.

Core requirement (must have at least one):

• Hands-on professional experience serving individual clients in one or more of:

Personal tax— preparing individual (1040) returns, personal tax planning, capital-gains, self-employment/quarterly taxes. Titles: CPA, Enrolled Agent (EA), personal tax preparer.

Investments & retirement— advising individuals on portfolios and retirement accounts (asset allocation, rebalancing, 401(k)/IRA/Roth, Social Security). Titles: financial advisor, wealth advisor, retirement planner.

Financial planning— comprehensive personal planning (budgeting, cash flow, debt, goals). Strong signal: CFP or PFS designation, or 5+ years advising households.

Estate planning (non-attorney)— estate and gift tax, trust administration, beneficiary planning, fiduciary accounting. Titles: trust officer, CTFA, CPA/EA doing estate tax, fiduciary accountant.

Debt & life events— student loans, mortgage refinance, credit-card payoff, home affordability, 529/college planning.

Equity comp & self-employed finances— RSUs, stock options, ESPP, or freelancer/self-employed personal cash-flow. Strong signals: CFP, CPA, EA, PFS, CTFA. Client-facing advisory roles. Builds real deliverables (financial plans, Excel models, completed filings).

• Working schedule is flexible


• Talent will not need to follow any specific schedule and can work at the times of their choosing


• There is no guaranteed volume of available tasks or work during the engagement