Individual Tax Professional (CPA / EA)

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.