Job Description

Job Description

Generalist, US Personal Finance

Position: Generalist, US Personal Finance

Type: Short-Term Contractor

Compensation: $2,535 one-time lump sum

Location: Remote – United States only

About the Opportunity

We are seeking detail-oriented contributors with experience in US personal finance, household budgeting, and tax filing to support a short-term AI training project. You’ll complete structured financial tasks based on real-world household finance and digital banking workflows.

No prior AI experience is required — your personal finance knowledge and accuracy are what matter.

Key Responsibilities

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• Complete at least 4 structured project tasks involving US personal finance, tax filing, and household budgeting.
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• Securely connect eligible US-based financial accounts through Plaid as required for the project.
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• Enter and verify financial data using online banking platforms, financial apps, and spreadsheets.
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• Follow detailed instructions and maintain high standards of data accuracy.
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• Document completed tasks and workflows clearly and consistently.
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• Manage task progress independently and meet all project deadlines.
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Required Qualifications

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• Currently residing in the United States .
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• Have US-based financial account(s) eligible for connection through Plaid.
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• Have personally filed a 2025 US federal income tax return .
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• Strong attention to detail and accurate data entry skills.
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• Ability to follow detailed written instructions and manage deadlines.
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• Strong written communication and documentation skills.
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• Ability to work independently in a remote environment.
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Preferred Qualifications

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• Experience with personal finance management and household budgeting .
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• Familiarity with online banking platforms and digital financial applications.
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• Basic spreadsheet and documentation skills using Microsoft Excel or Google Sheets .
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• A methodical approach to financial data verification and task management.
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Compensation

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• $2,535 one-time lump sum payment for the project, subject to eligibility and completion requirements.
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• Independent contractor engagement.
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• Minimum of 4 project tasks required.
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• Financial accounts must be connected through Plaid as part of the project requirements. Personally identifiable information is redacted before downstream use.
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• Approximately 50 openings available.
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Application Process

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1. Submit your application and confirm that you meet the US residency, financial account, and tax filing requirements.
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2. Complete project onboarding and securely connect eligible financial accounts through Plaid.
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3. Complete at least 4 required tasks , following all project guidelines.
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4. Submit all deliverables by Wednesday, October 21, 2026.
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Onboarding takes place on a rolling basis, and selected contributors should be prepared to complete the project within the specified deadline.

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