Personal Finance Experts for AI Training

Lifted, an Upwork Company™ · Contract · Posted 1w ago

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