Generalist — U.S. Tax Workflow Evaluation

About the role

micro1 is engaging Generalist — U.S. Tax Workflow Evaluations to participate in a short term customer project focused on evaluating U.S. tax and financial workflows. In this role, you'll apply your expertise to help train next generation AI systems. Your work will shape how models learn, reason, and perform through high quality, real world input. No prior experience in AI is required — your domain knowledge is what matters.

What you'll do

• Carry out structured evaluation tasks by reviewing, annotating, and assessing U.S. tax filing workflows and related financial processes.
• Follow detailed project instructions and apply defined rubrics to objectively evaluate workflow accuracy, completeness, and user experience.
• Review and compare system generated outputs to real world tax documents and scenarios.
• Connect personal financial accounts via secure Plaid login, as well as personal Gmail and Google Drive to facilitate workflow reviews and document sharing.
• Share relevant tax related documents for project purposes, with all downstream use occurring after PII has been sanitized.
• Communicate findings clearly through both written and verbal feedback as required.
• Collaborate asynchronously with project coordinators and provide timely updates on deliverables.

Requirements

• Preferred: Currently residing in a mainland U.S. state and able to start immediately.
• Preferred: Demonstrated financial literacy and hands on experience filing 2025 U.S. taxes, either independently or in consultation with a CPA/tax professional.
• Preferred: Comfortable connecting personal Gmail, Google Drive, and financial accounts for secure, project specific use.
• Preferred: Proficient in reviewing and annotating documents, with attention to detail and consistency.
• Preferred: Experience applying structured evaluation criteria, rubrics, or participating in model or workflow assessments (e.g., data annotation, RLHF, quality review).
• Preferred: Excellent written and verbal communication skills, with a focus on clarity and precision.
• Preferred: Familiarity with Google Workspace tools (Docs, Sheets, Drive), and ability to follow digital workflows.

About micro1

micro1 is a data lab that helps AI labs and large companies train AI models and agents. It finds and checks skilled people from many fields, like law, medicine, finance and coding, to produce the training data that makes AI work better.

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