U.S. Tax Workflow Evaluation Specialist

OpenTrain AI, Inc.; United States; Hybrid; USD 41,000 - 152,000; Part time

Job summary

OpenTrain AI, Inc. is seeking a remote contractor to review U.S. tax filing workflows and related financial processes used in AI training. You will annotate documents, compare outputs with tax documents, and apply rubric-based evaluation with clear feedback.

Collaboration is asynchronous, with timely updates on assigned deliverables. Requires strong English skills, meticulous attention to detail, and the ability to work 20+ hours per week remotely from a mainland U.S. state.

Qualifications

• Hands-on experience filing 2025 U.S. taxes independently or with a CPA.
• Familiarity with data annotation, quality review, rubric-based assessment, or model evaluation is helpful.
• Strong attention to detail and consistent document review and annotation.

Responsibilities

• Review U.S. tax filing workflows and related financial processes.
• Compare system-generated outputs with tax documents and realistic filing scenarios.
• Apply defined evaluation rubrics consistently and objectively.
• Provide clear written and verbal feedback on findings.
• Use Google Docs, Sheets, and Drive for workflow reviews and document sharing.
• Review tax documents only after personal information has been sanitized.

Skills

Financial literacy

Attention to detail

Document review & annotation

Written and verbal communication

Tools

Google Docs/Sheets/Drive

Job description

The Work

You will review U.S. tax filing workflows and related financial processes used in AI training. You will compare system-generated outputs with tax documents and realistic filing scenarios, then assess accuracy, completeness, and ease of use.

The work includes document annotation, rubric-based evaluation, and clear feedback. Collaboration is asynchronous, with timely updates on assigned deliverables.

• Review and annotate U.S. tax filing workflows and related financial processes.
• Compare system-generated outputs with tax documents and realistic filing scenarios.
• Apply defined evaluation criteria consistently and objectively.
• Provide clear written and verbal feedback on your findings.
• Use relevant financial accounts, Gmail, and Google Drive when required for workflow reviews and document sharing.
• Review tax documents only after personal information has been sanitized.

What It Pays and Takes

This is a remote contractor project with part-time work and asynchronous collaboration. Prior AI training experience is not required, although experience with data annotation, quality review, rubric-based assessment, or model evaluation is helpful.

• Pay: $30 to $110 USD per hour.
• Time requirement: 20 or more hours per week.
• Location: You must live in a mainland U.S. state.
• Language: English.
• Experience: Hands‑on experience filing 2025 U.S. taxes independently or with a CPA or other tax professional.
• Skills: Financial literacy, strong attention to detail, and consistent document review and annotation.
• Evaluation: Ability to apply defined rubrics objectively.
• Communication: Clear written and verbal communication skills.
• Tools: Familiarity with Google Docs, Sheets, and Drive.

About AI Training Work

AI training is the human work behind systems that learn from examples, including reviewing documents, rating outputs, and checking whether responses follow real-world rules. People with financial and tax expertise help make these systems more accurate and useful.