U.S. Personal Finance & Tax Expert (AI Training) at Outlier Strategy | Torre
U.S. Personal Finance & Tax Expert (AI Training)
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Outlier Strategy

U.S. Personal Finance & Tax Expert (AI Training)

Outlier Strategy
Emma
Emma
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Freelance
Recurrent (~20 hours per week)
Compensation USD50/hour
location_on
Remote (for United States residents)
Shared by
Geraldine Tovitto
 25 days ago

Responsibilities

Outlier is hiring U.S.-based Personal Finance & Tax professionals for an AI Training project involving real-world financial scenarios.Pay: $50/hourUp to 20 hrs/weekShort-term freelanceRelevant backgrounds may include: CPA • Enrolled Agent • Tax Preparer • Financial Advisor • Wealth Advisor • Financial Planner • Retirement Planner • Trust Officer • Fiduciary AccountantCFP, PFS, CPA, EA and CTFA credentials are helpful but not mandatory for every qualified candidate.Who Can Apply?Personal tax returns & tax planningCapital gains & self-employment taxesInvestment & portfolio planningRetirement & Social Security planningPersonal financial planningBudgeting & cash flowDebt & credit managementStudent loans & mortgage refinancingEstate & gift taxTrust & beneficiary planningCollege & 529 planningRSUs, stock options & ESPPsWealth managementRequirementsU.S.-based2+ years of relevant professional experienceExperience supporting individuals or householdsSound financial judgmentAbility to explain financial concepts clearlyRate: $50 USD/HOUR
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