Generalist — U.S. Tax Workflow Evaluation

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.

Originally posted on Himalayas