Tax Analyst | Remote

Crossing Hurdles

United States

Remote

USD 41,000 - 152,000

Part time

4 days ago
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Job summary

Crossing Hurdles is seeking a Generalist U.S. Tax Workflow Evaluation for a remote contract role. Compensation ranges from $30 to $110 per hour with a commitment of 10-40 hours per week.

You will review U.S. tax workflows and financial processes, applying rubrics to assess accuracy, usability, and documentation quality. Responsibilities include comparing system outputs to real tax documents, securely linking Gmail, Drive, and financial accounts as needed, and delivering clear written and verbal

Qualifications

  • Demonstrated financial literacy and hands-on experience filing U.S. taxes, independently or with a CPA/tax professional.
  • Comfortable connecting Gmail, Google Drive, and financial accounts for project use.
  • Proficient in reviewing and annotating documents with attention to detail and consistency.
  • Experience applying structured evaluation criteria, rubrics, or participating in model/workflow assessments.
  • Excellent written and verbal communication with clarity and precision.
  • Familiarity 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 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.
  • Communicate findings clearly through both written and verbal feedback as required.
  • Collaborate asynchronously with project coordinators and provide timely updates on deliverables.

Skills

US tax knowledge
Financial literacy
Attention to detail
Excellent communication
Google Workspace proficiency

Tools

Google Drive

Job description

Position: Generalist U.S. Tax Workflow Evaluation

Type: Contract

Compensation: $30 - $110/hour

Location: Remote

Commitment: 10-40 hrs/week

Role Responsibilities
  • 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.
  • Communicate findings clearly through both written and verbal feedback as required.
  • Collaborate asynchronously with project coordinators and provide timely updates on deliverables.
Requirements
  • Demonstrated financial literacy and hands-on experience filing 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.
  • 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.
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