Personal Finance Experts for AI Training

Lifted (Upwork); United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Lifted is seeking a pool of personal finance experts to help design and train the next generation of autonomous agents. Specialists may come from tax, investments, financial planning, estate planning, debt management, or equity compensation backgrounds.

This flexible, remote engagement allows you to work at times of your choosing, with no guaranteed task volume, and is suitable for qualified professionals serving individual clients.

Qualifications

• Hands-on experience serving individual clients in personal tax, investments, or financial planning.
• Experience in estate planning or fiduciary accounting is a plus.
• Familiarity with equity compensation and self-employed finances is beneficial.

Skills

Personal tax

Investments

Financial planning

Estate planning

Debt management

Equity & self-employed

Job description

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

Qualifications

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).

Additional information

• 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

About Lifted

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