Job Description
What you'll do
Mercor is partnering with leading AI labs to advance frontier agent evaluations in personal finance. As a Personal Finance Expert, you'll build long-horizon personal finance tasks that mirror the work you already do, each paired with a deterministic rubric that grades agent performance against verifiable ground truth. Tasks need to have checkable answers; no open-ended essays, no subjective judgment calls.
Expect to build scenarios across:
- Day-to-day money: transaction categorization against a defined category map, budget reconciliation to known targets, spending anomaly detection with seeded anomalies
- Tax and planning: tax packet assembly with a required-document checklist, net worth rollups with computable totals
- Consumer finance: credit card comparisons scored against a defined rubric, billing disputes with ground-truth valid/invalid outcomes
These scenarios will be challenging and take long sessions of focus.
Who we're looking for
- 3+ years in personal finance, tax prep, bookkeeping, or wealth advisory
- Expertise in one or more of the following: tax preparation (TurboTax or equivalent), budgeting systems (Mint, Monarch, Copilot), personal bookkeeping (QuickBooks), US tax rules, credit card and rewards ecosystems
- Comfortable reading and producing personal finance artifacts: budgets, tax packets, dispute letters, portfolio summaries
- Clear written communication; can articulate reasoning step by step and encode it into deterministic rubrics
- CFP, EA, CPA, or equivalent a plus
- Located in the United States or Canada
Compensation
$65–$90/hr depending on domain depth and prior experience. Strong contributors are promoted based on task quality and throughput.
About Mercor
Mercor matches top global talent with leading companies. Apply through our referral network for a direct introduction.