Generalist — U.S. Tax Workflow Evaluation

Overview

micro1 is seeking Generalists for a short-term customer project focused on evaluating U.S. tax and financial workflows. The role is intended to help train next-generation AI systems through high-quality real-world input. This opportunity includes 30 openings and is offered on a contractor basis.

What You'll Do

• Complete structured evaluation tasks by reviewing, annotating, and assessing U.S. tax filing workflows and related financial processes.
• Apply project instructions and rubrics to judge workflow accuracy, completeness, and user experience.
• Compare system-generated outputs against real-world tax documents and scenarios.
• Connect personal financial accounts through secure Plaid login, along with personal Gmail and Google Drive accounts, to support workflow review and document sharing.
• Share relevant tax-related documents for project purposes, with downstream use occurring only after PII has been sanitized.
• Provide clear written and verbal feedback as needed.
• Work asynchronously with project coordinators and share timely updates on deliverables.

Preferred Qualifications

• Currently residing in a mainland U.S. state and able to start immediately.
• Hands-on experience filing 2025 U.S. taxes, either independently or with help from a CPA or tax professional.
• Financial literacy and comfort working with U.S. tax and financial workflows.
• Comfortable connecting personal Gmail, Google Drive, and financial accounts for secure, project-specific use.
• Experience reviewing and annotating documents with attention to consistency.
• Experience using structured evaluation criteria, rubrics, or workflow/model assessments such as data annotation or RLHF.
• Strong written and verbal communication skills.
• Familiarity with Google Workspace tools, including Docs, Sheets, and Drive.