Tax Assistant | Remote

Position: Generalist U.S. Tax Workflow Evaluation

Type: Contract

Compensation: $30 - $110/hour

Location: Remote

Commitment: 10-40 hrs/week

Role Responsibilities

• 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.
• Communicate findings clearly through both written and verbal feedback as required.
• Collaborate asynchronously with project coordinators and provide timely updates on deliverables.

Requirements

• Demonstrated financial literacy and hands-on experience filing 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.
• 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.

Application Process

• Easy Apply on LinkedIn
• Check email for next steps
• Participate in resume evaluation & interview stage