Individual Tax Professional (CPA / EA)

About this opportunity

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.

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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.

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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

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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.

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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.

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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.

Check the original posting for the complete requirements and current terms before applying. Applications are handled by MERCOR.