US Personal Finance Task Contributor

OpenTrain AI, Inc.; United States; Hybrid; Part time

Job summary

OpenTrain AI, Inc. is seeking a meticulous contractor to perform structured tasks related to US household budgeting, tax filing, and personal finance workflows.

You will complete assignments, connect a US-based financial account via Plaid, enter and verify data, and document each step with clear explanations. Fluent in English, you must have personal experience filing a 2025 US federal income tax return and be comfortable working remotely within the United States.

Qualifications

• Practical knowledge of household budgeting and digital personal finance tools.
• Accurate data entry with careful attention to detail.
• Ability to document processes clearly and methodically.
• Fluent English communication, both written and verbal.

Responsibilities

• Complete at least four assignments based on US budgeting and tax workflows.
• Connect a US-based financial account via Plaid (PII redacted before use).
• Enter and verify financial data using banking platforms, finance apps, and spreadsheets.
• Document step-by-step processes with clear explanations.
• Follow project instructions and quality standards while working independently.

Skills

Household budgeting

Personal finance tools

Data entry

Attention to detail

Documentation

Tools

Google Sheets

Excel

Online banking

Job description

The Work

You will complete structured assignments that help AI systems understand US household budgeting, tax filing, and digital personal finance workflows. The work involves entering and checking financial information, following detailed instructions, and documenting each process clearly.

• Complete at least four assignments based on US household budgeting and tax filing workflows.
• Connect a US-based financial account through Plaid, with personally identifiable information redacted before downstream use.
• Enter and verify financial data using online banking platforms, finance applications, and basic spreadsheets.
• Document step-by-step processes with clear written explanations.
• Follow project instructions and quality standards while working independently.

What It Pays and Takes

This is a short-term, remote contractor project. Prior AI training experience is not required, but you should be comfortable handling personal finance workflows carefully and following detailed written instructions.

• Pay: One-time payment of $2,535 upon meeting the project requirements.
• Project deadline: Complete all tasks by October 21, 2026.
• Location: Open to candidates currently residing in the United States.
• Account requirement: Hold a US-based financial account.
• Experience requirement: Have personally filed a 2025 US federal income tax return.
• Language: Fluent in English.
• Skills: Practical knowledge of household budgeting and digital personal finance tools, accurate data entry, careful attention to detail, and methodical documentation.
• Helpful tools experience: Online banking, financial applications, Google Sheets, or Excel.
• Communication: Clear written and verbal communication, with the ability to follow detailed instructions independently.

About AI Training Work

AI training is the human work behind systems that learn from examples, including financial workflows and written explanations. People with practical subject knowledge help make those examples accurate, consistent, and useful for improving AI systems.