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Generalist, US Personal Finance

Remote — United States only

Attention to DetailWritten CommunicationInstruction FollowingPersonal Tax Filing Experience (2025 US Return)Personal Finance/Household BudgetingOnline Banking & Financial AppsData Entry & AccuracyTask Management/Deadline DeliveryRemote Work DisciplineBasic Spreadsheet/Documentation Skills

About the role

micro1 is engaging Generalist, US Personal Finance contributors to participate in a short-term, paid AI project focused on personal finance. In this role, you’ll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement involves completing structured, real-world financial tasks designed to improve AI comprehension of US household budgeting, tax filing, and modern digital finance workflows. Compensation is a one-time lump sum payment of $2,535, with eligibility requiring participants to securely connect their US-based financial account(s) via Plaid and complete a minimum of 4 project tasks. Contributors must currently reside in the United States, hold US-based financial accounts, and have personally filed a 2025 US federal income tax return. Onboarding occurs on a rolling basis, and all project tasks must be completed by Wednesday, October 21, 2026.

Scope of Work

  • Complete a series of structured tasks (minimum of 4) simulating genuine US personal finance workflows, including tax filing and household budgeting scenarios.
  • Securely connect your US-based financial account(s) via Plaid as part of the project requirements; all personally identifiable information is redacted before downstream use.
  • Accurately enter and verify financial data using online banking platforms, financial apps, and basic spreadsheets.
  • Follow detailed written instructions to ensure project deliverables meet strict quality and accuracy standards.
  • Document step-by-step processes, using clear written communication for each completed assignment.
  • Manage your own task pipeline and deliver all outputs by the Wednesday, October 21, 2026 deadline.

What you’ll bring

  • Currently reside in the United States, hold US-based financial accounts, and have personally filed a 2025 US federal income tax return.
  • Connect US-based financial account(s) via Plaid and complete at least 4 project tasks by Wednesday, October 21, 2026.

Preferred Qualifications

  • Proficiency with personal finance management, including household budgeting and using digital finance tools.
  • Exceptional attention to detail and a methodical approach to data entry and documentation.
  • Strong written and verbal communication skills, with an emphasis on clarity and accuracy.
  • Demonstrated ability to follow instructions and deliver high-quality work independently and remotely.
  • Experience with online banking platforms, financial apps, and basic spreadsheet tools (e.g., Google Sheets, Excel).

Benefits

Not provided in the source listing.

Contract & Payment Terms

  • All tasks must be completed by October 21, 2026. The source does not specify a deadline timezone. micro1 states that personally identifiable information is redacted before downstream use.
  • Source posting label: Today, captured 14 October 2026; approximate employer posting date 2026-10-14, source timezone unspecified.

Where you can work

This role is open to people based in: United States.

Remote does not always mean work from any country. Always check the employer’s location and working-hour requirements.

BEYOND THE JOB DESCRIPTION

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