Generalist — U.S. Tax Workflow Evaluation - Remote at YO AI Labs
Job details
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About this role
Role Title: Generalist — U.S. Tax Workflow Evaluation Role Type: Contractor Location: Remote, U.S. Only We are engaging detail-oriented Generalists for a short-term customer project focused on evaluating U.S. tax and financial workflows. You'll apply your financial knowledge to review real-world tax processes, assess system-generated outputs, and provide high-quality feedback to support AI development. No prior AI experience is required. Scope of Work
Review, annotate, and evaluate U.S. tax filing workflows and related financial processes.
Apply defined rubrics to assess accuracy, completeness, and user experience.
Compare system-generated outputs against real-world tax documents and scenarios.
Review relevant tax-related documents and financial information through secure project workflows.
Identify errors, inconsistencies, and areas for improvement.
Provide clear written and verbal feedback on evaluation results.
Collaborate asynchronously with project coordinators and meet assigned deadlines.
Preferred Qualifications
Currently residing in a mainland U.S. state and available to start immediately.
Strong financial literacy and hands-on experience filing 2025 U.S. taxes, independently or with professional assistance.
Comfortable working with digital financial and document-sharing workflows.
Strong document review, annotation, and attention-to-detail skills.
Experience with rubrics, quality review, data annotation, or workflow evaluation is a plus.
Excellent written and verbal communication skills.
Familiarity with Google Workspace, including Docs, Sheets, and Drive.
Originally posted on Himalayas