Generalist US Personal Finance - Remote

  • New York, NY, USA
  • Leading Client
  • Contractor
  • Remote

Job Description:

Generalist, US Personal Finance

Role Type: Contractor (Short Term)
Location: Remote – US Only

Job Description

We are seeking US-based contributors for a short-term AI training project focused on personal finance, household budgeting, and US tax filing. Applicants must reside in the United States, have US-based financial accounts, and have personally filed a 2025 US federal tax return.

Required Skills

  • Attention to Detail
  • Written Communication
  • Instruction Following
  • Personal Tax Filing Experience
  • Household Budgeting and Personal Finance
  • Online Banking and Financial Apps
  • Data Entry and Basic Spreadsheets
  • Task Management and Deadline Delivery

Responsibilities

  • Complete at least four personal finance tasks.
  • Connect eligible US financial accounts through Plaid.
  • Enter and verify financial data accurately.
  • Follow instructions and document completed tasks.
  • Deliver all assignments by October 21, 2026.