Tax Specialist

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Personal Finance Expert
Type: Contract
Compensation: $65–$90/hour
Location: Remote

Role Responsibilities

• Build long-horizon personal finance tasks with deterministic rubrics for agent performance evaluation.
• Develop scenarios in day-to-day money management, including transaction categorization and budget reconciliation.
• Create tax and planning tasks like tax packet assembly and net worth rollups with computable totals.
• Design consumer finance scenarios such as credit card comparisons and billing disputes with valid outcomes.
• Work independently and asynchronously to produce challenging scenarios requiring focused sessions.

Qualifications

Must-Have

• 3+ years in personal finance, tax prep, bookkeeping, or wealth advisory.
• Expertise in tax preparation (TurboTax or equivalent), budgeting systems (Mint, Monarch, Copilot), or personal bookkeeping (QuickBooks).
• Familiarity with US tax rules and credit card and rewards ecosystems.
• Ability to read and produce personal finance artifacts: budgets, tax packets, dispute letters, portfolio summaries.
• Clear written communication; articulate reasoning step by step and encode it into deterministic rubrics.

Preferred

• CFP, EA, CPA, or equivalent.

Compensation & Legal

• Hourly contractor
• Paid weekly via Stripe Connect

Application Process (Takes 20–30 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
• For any help or support, reach out to: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.