Enterprise client helps the world’s most innovative companies improve their AI models by providing human feedback.
Job DescriptionWe are seeking a high volume of personal finance experts to help design and train the next generation of autonomous agents.
QualificationsCore 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
Skills Required
- Hands-on professional experience serving individual clients in at least one personal-finance area, including tax, investments, retirement, financial planning, estate planning, debt, life events, equity compensation, or self-employed finances.
- Client-facing advisory experience with individual or household clients.
- Ability to produce real financial deliverables, such as financial plans, Excel models, or completed individual tax filings.
- For personal tax work: experience preparing individual Form 1040 returns, tax planning, capital gains, self-employment taxes, or quarterly taxes.
- For investments and retirement work: experience advising on portfolios, asset allocation, rebalancing, 401(k), IRA, Roth accounts, or Social Security.
- For comprehensive financial planning: experience with budgeting, cash flow, debt, and financial goals; CFP or PFS designation or five-plus years advising households is a strong signal.
- For estate planning work: experience with estate and gift tax, trust administration, beneficiary planning, or fiduciary accounting.
- For debt and life-event advising: experience with student loans, mortgage refinancing, credit-card payoff, home affordability, or 529 and college planning.
- For equity compensation or self-employed finance work: experience with RSUs, stock options, ESPP, or freelancer and self-employed cash flow.
- Relevant professional designation or title, such as CPA, Enrolled Agent, CFP, PFS, CTFA, financial advisor, wealth advisor, retirement planner, trust officer, or fiduciary accountant.
What We Do
Lifted, an Upwork Company, is a B2B SaaS platform that helps enterprise organizations source, contract, manage, and pay contingent talent globally and compliantly. It supports multiple engagement models, including independent contractors, staff augmentation, and employer-of-record, while integrating with MSPs and VMSs to provide centralized visibility, spend control, and audit-ready compliance, delivering a white-labeled talent experience for hiring managers and contingent workforce programs.
