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.