Generalist — U.S. Tax Workflow Evaluation

• 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.

• Ability to connect personal Gmail, Google Drive, and financial accounts for secure, project-specific use.
• Proficiency in reviewing and annotating documents, with attention to detail and consistency.
• 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.

• 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.
• Experience applying structured evaluation criteria, rubrics, or participating in model or workflow assessments (e.g., data annotation, RLHF, quality review).

Project and contracting process: micro1. Applications continue on the provider's website.