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. * * * ## 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.