Personal Finance Experts for AI Training

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

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).

• 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