Generalist, US Personal Finance
Listing checked October 14, 2026 · pay as published by Micro1
Overview
micro1 seeks contributors for a short-term, paid AI project centered on US personal finance. You will complete structured tasks that mirror real household budgeting and tax filing workflows, then document each step in writing. The work feeds directly into training next-generation AI systems, so your domain knowledge matters more than any AI background. Participants must connect US financial accounts through Plaid and finish at least four tasks by October 21, 2026. Compensation is a one-time lump sum of $2,535.
What You'll Do6
- 1Work through a minimum of four structured assignments that simulate genuine US personal finance scenarios, such as tax filing and household budgeting.
- 2Link your US-based financial account(s) through Plaid, knowing that all personally identifiable information is redacted before any downstream use.
- 3Enter and cross-check financial figures using online banking platforms, finance apps, and basic spreadsheets.
- 4Read and apply detailed written instructions so every deliverable meets strict quality and accuracy benchmarks.
- 5Write clear, step-by-step documentation for each completed assignment.
- 6Track your own task pipeline and submit all outputs by Wednesday, October 21, 2026.
Requirements8
- 1Current residence in the United States and ownership of US-based financial accounts.
- 2You personally filed a 2025 US federal income tax return.
- 3Comfort with household budgeting and digital personal finance tools.
- 4Sharp eye for detail and a methodical habit when entering data or writing documentation.
- 5Clear written and verbal communication.
- 6Proven ability to follow instructions and produce high-quality work on your own, remotely.
- 7Hands-on experience with online banking platforms, financial apps, and basic spreadsheet tools such as Google Sheets or Excel.
- 8Willingness to connect financial accounts via Plaid as a project condition.
Who Should Apply
The ideal candidate lives in the US, has filed a 2025 federal tax return, and manages personal finances through online banking and budgeting apps. You should be comfortable connecting accounts via Plaid, entering data with care, and writing clear process notes. Prior AI experience is not needed.
Salary Insight
The listing states a one-time lump sum payment of $2,535. No hourly or recurring rate is given. Eligibility depends on connecting US financial accounts via Plaid and completing at least four project tasks.
Location
Compensation
Undisclosed by Micro1
Required Skills
Application Tip
In your application, mention your 2025 US federal tax filing experience and list the specific online banking platforms, finance apps, and spreadsheet tools you use. Highlight any past work that required precise data entry or step-by-step documentation, and confirm you can connect accounts through Plaid.
How NearSkill helps you apply
1. Check your job match
We compare your resume with the job requirements to help you understand how well your experience fits.
2. Continue to the employer’s website
We’ll direct you to the employer’s application portal, where you can complete the application.
3. Get updates by email
If NearSkill is handling follow-up for this role, we’ll email you when there’s an update on your screening.
Want to check your fit first?
See how your resume matches this role before applying.
Check my job matchSimilar open positions
Explore active roles that match your skills and interests.
Micro1
VerifiedU.S. Tax Workflow Evaluation Generalist
micro1 is hiring contractors for a short-term project that evaluates U.S. tax and financial workflows. You will review and annotate tax filing processes, compare system outputs to real documents, and apply detailed rubrics to judge accuracy and completeness. The work feeds directly into training next-generation AI systems, so your domain knowledge matters more than any AI background. You will connect personal financial accounts through Plaid and use Gmail and Google Drive to share documents for review. All personal data is sanitized before any downstream use.
Micro1
VerifiedPersonal Finance Expert (Canada) – Remote Contract
micro1 seeks a Personal Finance Expert in Canada to help train AI systems on real household financial workflows. You will work with securely linked Canadian bank accounts, redact personal information, and apply your knowledge of RRSPs, TFSAs, FHSAs, mortgages, and CRA tax filing. Your written explanations and evaluations will directly shape how models learn and reason about personal finance. No AI background is needed; deep Canadian finance expertise is what counts.
Micro1
VerifiedPersonal Finance Expert (UK)
micro1 seeks UK-based Personal Finance Experts to support a client project on household financial workflows and advisory tasks. You will apply your domain knowledge to train next-generation AI systems, helping models learn how to reason about ISAs, pensions/SIPPs, mortgages, and HMRC Self Assessment. No AI experience is needed. Your deep background in banking, wealth management, accounting, or tax planning is what matters. This remote contractor role pays $90 to $110 per hour.
Mercor
VerifiedAdvanced Finance Excel Expert - US Remote
Cincinnatus LLC hires for this W-2 role and places you with a technology company, where your finance Excel skills train large language models. You will create spreadsheet tasks from real work in private equity, investment banking, hedge funds, equity research, accounting, or FP&A, then write solutions and feedback that teach AI systems how to model. The work centers on three-statement models, DCF/LBO valuations, forecasting, advanced formulas, and dashboards. Expect a remote schedule of 40 hours per weekday through September, then 20 hours per week. The role runs through an hourly engagement and requires US residency.
Micro1
VerifiedSenior Accountant Expert – Remote US Contract
micro1 seeks Senior Accountant Experts to bring deep accounting knowledge to a customer project that trains next-generation AI systems. You will review financial statements, audit procedures, and tax documents, then provide structured feedback that helps models learn how to reason about real-world finance. This is a remote contractor role open to US-based professionals. No AI background is needed. Your financial reporting, audit, and tax compliance experience is what matters.
Handshake AI
VerifiedFinance Expert - Remote Part-Time Fellowship
Handshake AI hires finance practitioners for a part-time fellowship that improves how AI models handle valuation, deal analysis, and investment decisions. You create finance problems and scenarios drawn from real transactions, then judge AI answers for technical accuracy and practical fit. The setup is remote and asynchronous, so you decide when to work and how many tasks to take. This project runs alongside a full-time finance career rather than replacing it.