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Personal Finance Experts for AI Training

Lifted, an Upwork Company™

Florida, FL

Job Description

Job Description

Company Description

Enterprise client helps the world’s most innovative companies improve their AI models by providing human feedback.

Job Description

We are seeking a high volume of personal finance experts to help design and train the next generation of autonomous agents.

Qualifications

Core requirement (must have at least one):
Hands-on professional experience serving individual clients in one or more of:

  • Personal tax— preparing individual (1040) returns, personal tax planning, capital-gains, self- employment/quarterly taxes.
    Titles: CPA, Enrolled Agent (EA), personal tax preparer.


  • Investments & retirement— advising individuals on portfolios and retirement accounts (asset allocation, rebalancing, 401(k)/IRA/Roth, Social Security).
    Titles: financial advisor, wealth advisor, retirement planner.


  • Financial planning— comprehensive personal planning (budgeting, cash flow, debt, goals). Strong signal: CFP or PFS designation, or 5+ years advising households. 


  • Estate planning (non-attorney)— estate and gift tax, trust administration, beneficiary planning, fiduciary accounting.
    Titles: trust officer, CTFA, CPA/EA doing estate tax, fiduciary accountant.


  • Debt & life events— student loans, mortgage refinance, credit-card payoff, home affordability, 529/college planning.


  • Equity comp & self-employed finances— RSUs, stock options, ESPP, or freelancer/self-employed personal cash-flow. Strong signals: CFP, CPA, EA, PFS, CTFA. Client-facing advisory roles. Builds real deliverables (financial plans, Excel models, completed filings).

Additional Information

  • Working schedule is flexible 
  • Talent will not need to follow any specific schedule and can work at the times of their choosing
  • There is no guaranteed volume of available tasks or work during the engagement

Apply
Vacancy posted 2 days ago
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