Personal Finance Tax Consultant
Job Summary
Seeking United States-based personal finance professionals, the full-time Personal Finance Tax Consultant will engage in an AI training project focused on real-world financial topics, leveraging their expertise in individual tax preparation, investment advising, and comprehensive financial planning.
Key responsibilities
- Contribute to AI training by providing insights on personal finance topics and scenarios
- Prepare individual tax returns and offer personal tax planning advice
- Support clients with comprehensive financial planning and budgeting strategies
Required qualifications
- Currently based in the United States
- At least 2 years of directly relevant professional experience
- Experience advising or supporting individuals or households in personal finance
- Ability to apply sound judgment and explain financial concepts clearly
- Familiarity with areas such as investments, retirement planning, and budgeting
Complete Job Description
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