Personal Finance Expert

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

Compensation

$65–$90/hr depending on domain depth and prior experience. Strong contributors are promoted based on task quality and throughput.