[Hiring] Accounting Expert (US GAAP) REMOTE USA

Position: Accounting Expert (US GAAP)

Date Posted: March 16, 2026

Industry: Accounting & Financial Advisory

Employment Type: Independent Contractor / Remote

Experience: Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or Financial Consultant

Qualification: Certified Financial Planner® (CFP®) preferred; other financial certifications such as ChFC considered

Salary: USD 30–60 /Hour

Location: Remote, United States

Company: Confidential

Description:

A client in the United States is seeking an experienced Accounting Expert (US GAAP) for a remote, part-time, independent contractor role. This position is ideal for financial professionals with strong practical experience in financial planning and advisory services. The role involves collaborating asynchronously with an advanced AI research team to enhance AI-assisted financial planning tools, ensuring the advice is practical, compliant, and understandable for everyday households.

The selected candidate will apply real-world financial advisory experience to review AI-generated financial recommendations, demonstrate advisory conversations, and provide guidance that aligns with best practices and compliance standards. This position allows experts to influence AI tools that support budgeting, debt management, retirement planning, and overall financial decision-making for mainstream and mass-affluent clients.

Responsibilities include:

• Reviewing realistic financial planning scenarios, including budgeting, emergency funds, debt repayment, and retirement planning.
• Evaluating AI-generated financial advice for suitability, clarity, and practicality for everyday clients.
• Demonstrating advisory conversations, including question frameworks, goal prioritization, and tradeoff discussions.
• Providing practical financial rules of thumb used with real clients, such as cash reserve targets and savings benchmarks.
• Delivering detailed written feedback to improve AI-generated explanations, recommendations, and decision pathways.
• Identifying compliance considerations and financial risks, recommending when clients should consult specialists such as CPAs, attorneys, or insurance professionals.

Required Skills & Qualifications:

• Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or Financial Consultant.
• Expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management.
• CFP® certification strongly preferred (or CFP exam passed with relevant experience).
• Other credentials such as ChFC considered with strong practical advisory experience.
• Excellent written and verbal communication skills with the ability to explain financial concepts clearly to non-experts.
• Strong commitment to fiduciary standards, compliance, and client-first financial guidance.
• Proven financial problem-solving abilities and structured planning processes.

Preferred Qualifications:

• Experience delivering holistic financial planning and coaching to mainstream households.
• Background mentoring junior advisors or creating planning workflows, playbooks, or advisory frameworks.
• Experience in workplace advisory programs or mass-market financial planning environments.

This role offers financial professionals the opportunity to apply their expertise to AI-driven financial planning tools, helping improve accessibility and quality of financial guidance for households across the United States.

Disclaimer: The job details above are structured for clarity and based on publicly available content from recruiters/Company pages. All rights remain with the original source; names may be withheld for confidentiality. We are not involved in the hiring process.