Senior Personal Finance & Tax Expert - AI Training

What You'll Do8

• Answer AI-generated prompts on personal finance and tax situations using real practitioner judgment.
• Review draft responses for accuracy on individual returns, capital gains, and quarterly self-employment filings.
• Evaluate guidance tied to asset allocation, portfolio rebalancing, retirement accounts, and Social Security timing.
• Check material covering budgeting, cash flow, debt payoff, and long-term household goals.
• Weigh in on student loan, mortgage refinance, home affordability, and 529 or college planning scenarios.
• Correct drafts on estate and gift tax, trust administration, beneficiary designations, and fiduciary accounting.
• Catch errors in content about RSUs, stock options, ESPPs, and self-employed finances.
• Follow detailed project instructions and keep explanations clear for readers without finance training.

Requirements6

• Based in the United States.
• Ten or more years of relevant professional experience.
• Substantial experience advising or supporting individuals or households in at least one of the listed areas.
• Senior-level judgment applied to household financial decisions.
• Clear writing that untangles complex financial concepts for a general reader.
• A record of following detailed project instructions.

Preferred Qualifications2

• CFP, PFS, CPA, EA, or CTFA credential.
• Equivalent depth of household-facing experience in place of a formal credential.

Who Should Apply

Experienced CPAs, Enrolled Agents, financial advisors, and trust or fiduciary specialists who have spent a decade or more on household finances. The role suits people fluent in individual tax returns, retirement income, and equity compensation who can also explain those topics in plain words.

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