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AI training & evaluation

Individual Tax Professional (CPA / EA)

Mercor

Mercor is seeking experienced individual tax professionals to help evaluate advanced AI systems on realistic personal tax scenarios.

Work arrangement & location
Remote · Current location: United States
Location and residence requirements
Current location
United States

Employer’s location wording: Remote (United States)

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Employer description and requirements

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

  • Apply federal and state (New York and/or California) tax rules to prepare, review, and reason through complex returns.
  • Evaluate and correct tax analyses, calculations, and positions for accuracy and completeness.
  • Provide clear, structured written explanations of your reasoning and conclusions.

Scenarios You'll Work With

  • Technology professionals with ISO equity and company tender offers (AMT planning)
  • W-2 employees with a primary residence and multiple rental properties
  • Finance professionals with multiple K-1 investments (real estate, private equity, fund of funds)
  • Retirees with RMDs and side consulting income
  • High-earning W-2 employees with backdoor Roth IRA, maxed HSA, and NY-to-CA part-year / dual residency
  • Business owners reporting income on Schedule C or via K-1

Required Qualifications

  • 3–8 years of hands-on experience preparing complex individual (Form 1040) returns, currently or recently.
  • Senior Associate to Manager level in individual tax compliance.
  • Strong working knowledge of federal individual tax returns plus New York and/or California state returns.
  • Excellent attention to detail and clear written communication.

Preferred Qualifications

  • CPA or Enrolled Agent (EA) credential.
  • Big 4, national, or strong regional firm experience in private client / individual tax.
  • Experience with equity compensation (ISOs/RSUs), AMT, partnership K-1s, rental properties, and multi-state residency.

Why Join?

  • Apply your tax expertise to shape how AI systems handle real-world personal tax work.
  • Short-term, flexible, and intellectually engaging.
  • Collaborate with a leading AI research organisation.