Senior Personal Finance & Tax Expert - AI Training
Its $96/hr is above the $75/hr median of the Law, Medicine & Finance roles open now, whose typical pay runs $40–$150/hr. How that pay moves week by week is in our research on Law, Medicine & Finance work.
Half of all Law, Medicine & Finance roles come down within 29.1 days of being listed, and 51.7% are still up after four weeks. This one was posted 93 days ago.
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About the role
Our client is seeking senior United States-based personal finance professionals for an AI training project involving real-world financial topics and scenarios. This opportunity is intended for experienced practitioners whose work directly supports individuals or households, rather than candidates whose experience is limited to corporate finance.
Relevant Backgrounds
You may be a fit if your experience includes one or more of the following:
- Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
- Advising individuals on investments, asset allocation, portfolio rebalancing, retirement accounts, or Social Security planning.
- Helping households with comprehensive financial planning, budgeting, cash flow, debt, or financial goals.
- Supporting estate and gift tax, trust administration, beneficiary planning, or fiduciary accounting in a non-attorney capacity.
- Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college and 529 planning.
- Supporting clients with equity compensation, including RSUs, stock options, ESPPs, or self-employed finances.
Relevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. CFP, PFS, CPA, EA, and CTFA credentials are particularly strong signals for this senior opportunity, but equivalent depth of household-facing experience may also qualify.
Requirements
- Currently based in the United States.
- At least 10 years of directly relevant professional experience.
- Significant professional experience advising or supporting individuals or households in at least one of the areas above.
- Ability to apply senior-level judgment, explain complex financial concepts clearly, and follow detailed project instructions.
Compensation
Compensation is $96 USD per hour.
Where you can work
This role is 100% remote, for applicants located in United States.
From Braintrust's job posting, checked 14 Nov 2026.
About Braintrust
Keep all of your pay: published per-role bands, no talent fees.
How it pays: Weekly, and talent keeps 100%, says its AI training page (read 1 Nov 2026); its help center says talent is paid by invoice when the client pays, on standard net-30 terms, through Wise and Stripe (read 1 Nov 2026). Braintrust itself pays only to bank accounts in the 35 countries on its payments list (8 in the Americas, 14 in Europe, 8 in Asia-Pacific, 5 in the Middle East and Africa; help center article updated 26 Jul 2026, read 1 Nov 2026); with an account elsewhere you see only the roles whose client pays you directly.
When it pays: Weekly, by its AI training page. How often others pay
Interview: yes, for everyone it takes (Braintrust screening interview (AIR Screening Interviewer; the AI training page calls it the AI skills interview)). How the Braintrust AI interview works
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