个人财务专家用于AI训练

Personal Finance Experts for AI Training

AI职能支持限定地区（需当地身份）

公司Lifted, an Upwork Company™

薪资未公开

工作地点Florida City, FL, United States

地域资格限定地区（需当地身份）

时区要求无特别要求

用工类型Contract

发布时间8 天前

数据来源SmartRecruiters

前往企业招聘页投递 →

注意地域限制：该职位明确限定在 us 招聘。如果你是位于中国大陆的求职者，通常需要当地工作身份才能投递，或需与雇主确认是否接受独立合同（Contractor）形式合作。

企业客户通过提供人工反馈，帮助全球最具创新力的公司改进他们的AI模型。

我们正在寻找大量个人财务专家，协助设计和训练下一代自主代理。

核心要求（至少满足一项）：

有实际操作经验，在以下一个或多个领域为个人客户提供服务：
· 个人税务—准备个人（1040）报税表，个人税务规划，资本利得，自雇/季度税。

职位：CPA、注册税务代理人（EA）、个人税务申报员。

投资与退休—就投资组合和退休账户（资产配置、再平衡、401(k)/IRA/Roth、社会保障）向个人提供建议。

职位：财务顾问、财富顾问、退休规划师。

财务规划—全面的个人规划（预算、现金流、债务、目标）。强烈信号：拥有CFP或PFS资格，或有5年以上家庭咨询经验。

遗产规划（非律师）—遗产和赠与税、信托管理、受益人规划、受托人会计。

职位：信托经理、CTFA、处理遗产税的CPA/EA、受托人会计师。

债务与人生事件—学生贷款、抵押贷款再融资、信用卡还款、购房可行性、529/大学规划。

股权补偿与自雇财务—RSU、股票期权、ESPP，或自由职业者/自雇者的个人现金流。强烈信号：CFP、CPA、EA、PFS、CTFA。面向客户的咨询职位。能实际交付成果（财务计划、Excel模型、完成的申报）。

工作时间灵活
人才无需遵循特定时间表，可自行选择工作时间
在合作期间，无法保证有固定的工作量或任务数量

查看英文原文

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

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

本页面信息整理自 SmartRecruiters，版权归原发布方所有。职位可能随时关闭，投递请以原始页面为准。本站只做信息聚合展示，不参与招聘流程，也不向求职者收取任何费用。