Personal Finance & Tax Expert - AI Training

Braintrust; United States; Remote; USD 57,000 - 81,000; Full time

Job summary

Joinkeywork is seeking United States-based personal finance professionals to participate in an AI training project focused on real-world financial topics and scenarios. The role targets practitioners who regularly advise individuals or households, such as CPAs, enrolled agents, financial planners, or wealth advisors.

Compensation is $50 USD per hour, with a flexible, project-based engagement. Eligibility includes at least 2 years of directly relevant experience and residency in the United

Qualifications

• Based in the United States with relevant experience.
• Minimum 2 years of directly relevant experience advising individuals or households.
• Ability to explain financial concepts clearly and follow project instructions.
• Experience with tax, investments, or estate planning is a plus.

Skills

Financial planning

Client communication

Household budgeting

Education

CPA/EA preferred

CFP signaling

Job description

Our client is seeking United States-based personal finance professionals for an AI training project involving real-world financial topics and scenarios. This opportunity is intended for people whose professional work directly supports individuals or households, rather than candidates whose experience is limited to corporate finance.

Relevant Backgrounds

You may be a fit if your experience includes one or more of the following:

• Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
• Advising individuals on investments, asset allocation, portfolio rebalancing, retirement accounts, or Social Security planning.
• Helping households with comprehensive financial planning, budgeting, cash flow, debt, or financial goals.
• Supporting estate and gift tax, trust administration, beneficiary planning, or fiduciary accounting in a non-attorney capacity.
• Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college and 529 planning.
• Supporting clients with equity compensation, including RSUs, stock options, ESPPs, or self-employed finances.

Relevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. CFP, PFS, CPA, EA, and CTFA credentials are strong signals but are not required for every qualified background.

Requirements

• Currently based in the United States.
• At least 2 years of directly relevant professional experience.
• Professional experience advising or supporting individuals or households in at least one of the areas above.
• Ability to apply sound judgment, explain financial concepts clearly, and follow detailed project instructions.

Compensation

Compensation is $50 USD per hour.