What the work involves
You are the reference case. Rather than grading abstract tax questions, you run an AI system through a filing workflow using your own 2025 tax situation — W-2s or 1099s, brokerage statements, deduction records, state filings — and record where the system's output diverges from what an accurate return actually looks like. Days are structured around task batches: follow the project instruction set, complete a workflow segment, score it against the provided rubric for accuracy, completeness, and user experience, and write up what broke and why. Some tasks ask you to compare a model-generated summary or form entry to the real document it was drawn from; others ask for narrative feedback on where the flow confused you or asked the wrong question at the wrong point.
Be clear-eyed about the data component, because it is the defining feature of this listing. The scope of work explicitly requires connecting personal financial accounts through Plaid and linking a personal Gmail and Google Drive, plus sharing tax documents. micro1 states that downstream use occurs after PII sanitization. That is a real trade-off and you should evaluate it on your own terms — read the candidate terms and privacy policy, consider whether you want to use a dedicated Google account, and decide before you apply rather than at the consent screen.
What the screen looks for
- That you actually filed 2025 taxes and can describe the filing in specifics — which forms, which software or preparer, what made your return non-trivial.
- Willingness to connect accounts, stated plainly. Hesitation here is a fast no, so a genuine no is better answered up front than discovered mid-project.
- Rubric discipline — whether you can separate "this is wrong" from "I would have done it differently," and hold a scoring standard steady across a batch.
- Written precision. Feedback that says "the deduction step was confusing" is worth little; feedback that names the screen, the input, the expected behavior, and the observed behavior is the product.
Logistics
Remote, contractor, mainland U.S. residency preferred, with coordination happening asynchronously through project coordinators. Some tasks may call for verbal feedback, so expect occasional live calls. This is a short-term customer engagement rather than ongoing work — treat the observed $35–110/hr band as project-scoped and variable by task type and complexity, not guaranteed. Immediate availability is weighted heavily; these projects staff and close quickly.