Note: The job is a remote job and is open to candidates in USA. Outlier is presenting an opportunity for a client seeking senior U.S.-based personal finance professionals for an AI training project. The role involves working with real-world financial topics and scenarios, drawing on experience supporting individuals or households.

Responsibilities

• Our client is seeking senior United States-based personal finance professionals for an AI training project involving real-world financial topics and scenarios

Skills

• Currently based in the United States
• At least 10 years of directly relevant professional experience
• Significant professional experience advising or supporting individuals or households in at least one of the areas above
• Ability to apply senior-level judgment, explain complex financial concepts clearly, and follow detailed project instructions
• You may be a fit if your experience includes one or more of the following:
• Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes
• Advising individuals on investments, asset allocation, portfolio rebalancing, retirement accounts, or Social Security planning
• Helping households with comprehensive financial planning, budgeting, cash flow, debt, or financial goals
• Supporting estate and gift tax, trust administration, beneficiary planning, or fiduciary accounting in a non-attorney capacity
• Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college and 529 planning
• Supporting clients with equity compensation, including RSUs, stock options, ESPPs, or self-employed finances
• Relevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant
• CFP, PFS, CPA, EA, and CTFA credentials are particularly strong signals for this senior opportunity, but equivalent depth of household-facing experience may also qualify

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