Generalist — U.S. Tax Workflow Evaluation

Location: Remote, but candidates must currently reside in a mainland U.S. state

Company

hirify.global is running a short-term project to evaluate U.S. tax workflows and related financial processes for improving AI systems.

What you will do

• Review and evaluate U.S. tax filing workflows and related financial processes.
• Apply project-specific rubrics to assess accuracy, completeness, usability, and workflow quality.
• Compare system-generated outputs with real-world tax documents and scenarios.
• Review and annotate documents according to project guidelines and applicable privacy requirements.
• Connect approved financial and productivity accounts through secure authentication when required.
• Provide written and verbal feedback while collaborating remotely with project coordinators.

Requirements

• Current residence in a mainland U.S. state and immediate availability
• Hands-on experience filing 2025 U.S. federal taxes, independently or with assistance from a CPA or tax professional
• Strong financial literacy and familiarity with digital financial and document workflows
• Document-review, data-annotation, analytical, and structured evaluation skills
• Excellent written and verbal communication, attention to detail, and ability to work independently
• Familiarity with Google Workspace, including Docs, Sheets, and Drive

Nice to have

• Experience with AI model evaluation, data annotation, RLHF, or workflow assessment
• Familiarity with U.S. tax forms, filing processes, and common tax documentation
• Experience reviewing financial or tax-related documents

Culture & Benefits

• Remote collaboration with project coordinators
• Short-term project engagement with assignment-based deadlines
• Opportunity to contribute to improvements in AI systems through tax workflow evaluation
• Secure handling of financial accounts and tax-related documents according to applicable privacy and data-handling requirements