Source Job

Global

  • Seek personal finance experts to help design and train the next generation of autonomous agents.
  • Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
  • Work on a flexible schedule from anywhere with no guaranteed volume of tasks.

Tax Preparation Financial Planning Estate Planning

11 jobs similar to Personal Finance Experts for AI Training

Jobs ranked by similarity.

Global

  • Draft realistic personal finance scenarios based on specific prompts.
  • Review peer-submitted case studies for financial accuracy and logical consistency.
  • Document your methodology and reasoning for complex financial decisions.

Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.

Global

  • Design and author technical accounting scenarios and edge cases.
  • Build evaluation rubrics for financial planning and analysis tasks.
  • Peer-review financial scenarios created by other experts for accuracy.

Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.

Global

  • Train and evaluate AI models on complex financial institutions, regulatory, and risk-management topics.
  • Assess model responses for factual accuracy, financial logic, and regulatory interpretation.
  • Produce clear error traces and structured feedback to improve AI performance.

This company specializes in AI training projects for financial institutions, offering flexible freelance opportunities. It operates with a small remote team and provides a fully remote work environment.

US

  • Review AI-generated financial article drafts for accuracy, relevance, and clarity.
  • Fact-check financial data and market developments using reliable research methods.
  • Write concise, investor-focused commentary of 150–300 words explaining the significance of news events.

They are a company focused on financial journalism and AI-assisted content production. They foster a collaborative, fast-paced environment with an emphasis on accuracy and analytical thinking.

US

  • Design realistic accounting scenarios based on technical accounting and SEC reporting experience.
  • Evaluate and compare AI-generated accounting outputs for accuracy and reasoning.
  • Provide structured written feedback to improve AI performance in accounting tasks.

The hiring company is a confidential organization focused on using AI to improve accounting reasoning. It operates with a distributed, remote team that values expertise, attention to detail, and flexibility.

Canada

  • Review synthetic legal matters and their documentation to understand legal and commercial context.
  • Evaluate six blinded AI-generated legal deliverables per matter, assessing quality, accuracy, and practical usefulness.
  • Provide concise, precise written reasoning for each head-to-head comparison between AI outputs and a common comparator.

The partner company specializes in evaluating AI-generated legal work products for finance and real estate. This contract role offers flexible scheduling and the opportunity to contribute to advanced AI development.

US

  • Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
  • Technically review tax returns and collaborate with partners, clients, and senior accountants.
  • Research and resolve complex tax issues to foster client relationships.

This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.

India

  • Review Indian tax research questions and AI-generated answers for technical accuracy and completeness.
  • Validate interpretations of tax legislation and ensure support by statutory and judicial authorities.
  • Provide structured technical feedback to improve AI model performance and refine evaluation standards.

This partner company focuses on developing advanced AI systems for tax analysis. It offers a remote, asynchronous work environment with a short-term contract, seeking experienced tax professionals.

US

  • Prepare individual and business tax returns and advise clients through video calls.
  • Manage the full client experience from document collection to communication, building trust through expertise.
  • Meet or exceed goals for customer satisfaction, service quality, and operational efficiency.

april is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into partner platforms. The company values collaboration, rapid iteration, and a customer-focused culture.

  • Write detailed outlines of your regular workflows, focusing on one critical task performed at least weekly.
  • Provide structured evaluation tasks and nuanced feedback to train AI models.
  • Complete paid tasks remotely on a freelance basis, with most tasks requiring one hour of uninterrupted work.

Prolific builds the world's largest pool of quality human data for AI development. With over 35,000 AI developers and organizations using its platform, it focuses on ethically sourced behavioral data from paid participants.

$150,000–$185,000/yr
US

  • Lead complex engagements and serve as a trusted advisor to small businesses and entrepreneurs.
  • Oversee tax compliance, planning, and consulting across multiple entity types and jurisdictions.
  • Work in a technology-enabled environment where AI handles routine work, allowing focus on complex problem-solving.

The company provides tax compliance, planning, and advisory services to small businesses and entrepreneurs. It operates in a technology-enabled environment with AI handling routine work, fostering a flexible and growth-oriented culture.