OpenRecently verified

Generalist, US Personal Finance

  • Finance & Accounting
  • Platform: micro1
  • Location: 58 countries

About this job

This short contract asks participants to work through structured personal finance tasks, such as household budgeting and tax filing scenarios, to help AI systems better understand everyday money management. It is aimed at people with real-world personal finance knowledge and does not require any prior AI experience.

What you'll do

  • Complete structured personal finance tasks that simulate household budgeting and tax filing workflows.
  • Enter and verify financial data using online banking platforms, financial apps and spreadsheets.
  • Follow detailed written instructions to meet strict quality and accuracy standards.
  • Document each completed assignment with clear step-by-step written explanations.

Requirements

Attention to DetailWritten CommunicationInstruction FollowingPersonal Tax Filing Experience (2025 US Return)Personal Finance/Household BudgetingOnline Banking & Financial AppsData Entry & AccuracyTask Management/Deadline DeliveryRemote Work DisciplineBasic Spreadsheet/Documentation Skills

    Pay

    Pay not disclosed

    The platform does not publish the pay for this job.

    Location

    Open to residents of: Bangladesh, Hong Kong SAR China, India, Indonesia, Japan, Kazakhstan, Kyrgyzstan, Malaysia, Pakistan, Philippines, Singapore, Sri Lanka, Taiwan, Thailand, Uzbekistan, Vietnam, Austria, Belarus, Belgium, Denmark, France, Germany, Greece, Italy, Netherlands, Portugal, Russia, Spain, Switzerland, United Kingdom, Argentina, Brazil, Chile, Colombia, Mexico, Peru, Algeria, Bahrain, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Morocco, Oman, Palestinian Territories, Qatar, Saudi Arabia, Tunisia, United Arab Emirates, United States, Canada, Nigeria, Kenya, South Africa, Ghana, Ethiopia.

    How to apply

    You apply on micro1: create an account, complete a screening interview with its AI interviewer, then join its vetted expert network to be matched to projects.

    All micro1 jobs and how the platform works

    Source

    Official posting: https://jobs.micro1.ai/post/7159a597-764f-48c0-b8ee-1f5f60846f16

    Last checked on October 14, 2026.

    Similar jobs

    • Finance & Accounting
    • Platform: Alignerr

    This contract role asks you to turn your knowledge of equity markets, macroeconomics, and sector dynamics into clear, structured research outputs that help AI systems learn about the financial world. It suits people with a background in market research, economics, finance, or investment analysis who work well independently and on flexible hours. No prior AI experience is needed.

    • Finance & Accounting
    • Platform: DataAnnotation

    As a Tax Accountant, you will evaluate AI-generated responses to tax questions by checking them against current tax code, identifying errors such as outdated provisions and missed phaseouts, and writing correct treatments with clear reasoning. This role is for experienced tax professionals who can verify AI work before it reaches tax returns.

    Talent poolRecently verified$40-125/hr
    • Finance & Accounting
    • Platform: DataAnnotation

    Evaluate and improve AI-generated financial plans for wealth management by assessing suitability, tax implications, and retirement or estate planning logic. Provide corrections and sound advice when AI models produce inadequate guidance, helping train models to generate better personal-finance recommendations.

    Talent poolRecently verified$40-125/hr
    • Finance & Accounting
    • Platform: micro1
    • Location: 58 countries

    This contract role asks personal finance professionals to review planning cases and investment recommendations for an AI training project focused on individual financial wellness. Experts work in pairs to compare approaches and explain financial decisions clearly in writing and aloud. No prior AI experience is needed, because domain knowledge is the core requirement.

    Posted October 14, 2026

    OpenRecently verified$90-110/hr

    Referral link to micro1's job list: search for this role there. Open this exact job

    • Finance & Accounting
    • Platform: micro1
    • Location: 58 countries
    • Level: Intermediate

    This role asks a Canadian personal finance expert to train AI models by performing authentic domestic financial management tasks and evaluating advice generated by these systems. You will apply your knowledge of Canadian savings products and tax matters to produce quality feedback intended to improve the financial reasoning of the models.

    Posted October 1, 2026

    OpenRecently verified$90-110/hr

    Referral link to micro1's job list: search for this role there. Open this exact job

    • Finance & Accounting
    • Platform: Mercor
    • Location: United States
    • Level: Expert

    You will evaluate AI-generated productions (presentations, spreadsheets, documents) in a financial context, drawing on your professional expertise to assess their quality and operational relevance. This remote job, paid hourly, is aimed at confirmed finance professionals who have worked in leading institutions.

    Posted September 21, 2026

    OpenRecently verified$100-150/hr

    Referral link: we may earn a fee. Apply without it

    Keep exploring

    Apply on micro1 (opens micro1 in a new tab)

    This referral link opens micro1's list of open roles, not this exact job. Once there, search for Generalist, US Personal Finance. We may earn a fee if you are selected and meet the platform's conditions.

    Open this exact job, without the referral link