Personal Finance & Tax Expert - AI Training

Outlier; United States; Sur place; USD 57 000 - 81 000; Plein temps

Résumé du poste

Outlier seeks United States-based personal finance professionals to contribute to an AI training project focusing on real-world financial topics and scenarios. Ideal candidates support individuals or households with tax planning, investments, budgeting, and retirement planning, among other areas.

Eligible backgrounds include CPA, EA, financial planner, wealth advisor, or fiduciary accountant, with credentials like CFP, PFS, CPA, EA, or CTFA being strong signals but not mandatory.

Qualifications

• Currently based in the United States.
• Experience advising individuals or households in personal finance areas.
• Ability to explain financial concepts clearly and follow detailed project instructions.
• At least 2 years of directly relevant professional experience.

Responsabilités

• Provide expert financial guidance to support AI training data on real-world topics for individuals or households.
• Ensure training material reflects practical financial scenarios and best practices.

Connaissances

Tax planning

Personal finance advice

Estate/ gift tax

Financial planning for individuals

Description du poste

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

• 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.