Pay: $110-$130 per hour (USD).
Mercor is seeking experienced individual tax professionals to help evaluate advanced AI systems on realistic personal tax scenarios. You will work through a series of tax "worlds" built around complex individual taxpayers, completing well-scoped tasks that mirror real return preparation and tax planning work.
What You'll Do
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Apply federal and state (New York and/or California) tax rules to prepare, review, and reason through complex returns.
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Evaluate and correct tax analyses, calculations, and positions for accuracy and completeness.
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Provide clear, structured written explanations of your reasoning and conclusions.
Scenarios You'll Work With
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Technology professionals with ISO equity and company tender offers (AMT planning)
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W-2 employees with a primary residence and multiple rental properties
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Finance professionals with multiple K-1 investments (real estate, private equity, fund of funds)
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Retirees with RMDs and side consulting income
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High-earning W-2 employees with backdoor Roth IRA, maxed HSA, and NY-to-CA part-year / dual residency
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Business owners reporting income on Schedule C or via K-1
Required Qualifications
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3–8 years of hands-on experience preparing complex individual (Form 1040) returns, currently or recently.
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Senior Associate to Manager level in individual tax compliance.
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Strong working knowledge of federal individual tax returns plus New York and/or California state returns.
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Excellent attention to detail and clear written communication.
Preferred Qualifications
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CPA or Enrolled Agent (EA) credential.
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Big 4, national, or strong regional firm experience in private client / individual tax.
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Experience with equity compensation (ISOs/RSUs), AMT, partnership K-1s, rental properties, and multi-state residency.
Why Join?
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Apply your tax expertise to shape how AI systems handle real-world personal tax work.
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Short-term, flexible, and intellectually engaging.
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Collaborate with a leading AI research organisation.