Generalist, U.S. Tax Workflow Evaluation
micro1FinanceFirst seen 9 Oct 2026
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- Language
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- Type
- Contract, remote
- Field
- Finance
Posted on micro1 First seen 9 Oct 2026Checked 12 Oct 2026Listed until 29 Nov 2026
From the micro1 listing
Role Title: Generalist, U.S. Tax Workflow Evaluation
Role Type: Contractor
Location: Remote
micro1 is engaging Generalist, U.S. Tax Workflow Evaluations to participate in a short-term customer project focused on evaluating U.S. tax and financial workflows. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required, your domain knowledge is what matters.
Scope of Work
- 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.
- Share relevant tax-related documents for project purposes, with all downstream use occurring after PII has been sanitized.
- Communicate findings clearly through both written and verbal feedback as required.
- Collaborate asynchronously with project coordinators and provide timely updates on deliverables.
Preferred Qualifications
- Currently residing in a mainland U.S. state and able to start immediately.
- Demonstrated financial literacy and hands-on experience filing 2025 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 (e.g., data annotation, RLHF, quality review).
- 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.
Text above is the platform's own listing, shown as published. Check the details on micro1 before applying.
Prepare for the assessment
Practice questions and what each platform says about its screening for this kind of role:
Terms in this listing
- Rubric: A written list of criteria and scores used to judge a response, for example accuracy, instruction following and tone, each with clear pass or fail descriptions.
- Assessment: Any screening step a platform uses before giving you work: a quiz, a skills test, a language test, a writing sample or an AI interview.
- Annotation: Adding labels or notes to data such as text, images, audio or video so a model can learn from it.
- RLHF: A way of improving a model by having people compare or score its answers, training a reward model on those judgements, then tuning the model to produce answers people prefer.
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