Lea U.

Human Data Annotator

United States

Experience

Jul 2024 - Dec 2024
6 months

Human Data Annotator

Open AI

  • Use proprietary software applications to provide input/labels on defined projects
  • Support and ensure the delivery of high-quality curated data
  • Play a pivotal role in supporting and contributing to the training of new tasks, working closely with the technical staff to ensure the successful development and implementation of cutting-edge initiatives/technologies
  • Interact with the technical staff to help improve the design of efficient annotation tools
  • Engage in diverse writing assignments to refine generative AI models
Jun 2024 - Dec 2024
7 months

Freelance AI Trainer-Legal

Appen

  • Review legal documents such as motions, pleadings, revenue rulings, responses
  • Assess AI output against specific criteria
  • Rewrites AI prompts and responses
  • Evaluates codes sections, case law and regulatory authority
  • Humanizes AI prompts and responses
Jun 2024 - Aug 2024
3 months

Freelance Legal Consultant -AI Editor

Innodata

  • Assess AI output against specific criteria (such as drafting legal arguments, emails, and letters to opposing counsel)
  • Test AI's capabilities
  • Works under pressure and meets tight deadlines
  • Uses strong analytical and problem-solving skills
  • Evaluates codes sections, case law and regulatory authority
Apr 2024 - Jul 2024
4 months

Business Accounting & Tax Associate

Heard Technologies

  • Responds to IRS and state tax notices
  • Researches IRS and state tax codes and regulations
  • Answers questions about business accounting practices, tax forms, deductions, credits, and other back-office-related questions
  • Assist customers in navigating our bookkeeping platform, tax preparation checklists, and software and ensure they're on the right track
  • Develops familiarity with the business processes and financing/accounting best practices underpinning Heard in order to answer basic questions related to these functions
  • Creates a welcoming and supportive experience for every customer interaction
  • Helped clients with issue resolution through proactive communication with IRS personnel
  • Supported individual and business tax clients and prepared simple to complex tax returns
Dec 2023 - Mar 2025
1 year 4 months

Tax Expert Team Lead

Intuit

  • Supported multi-domain experts who are customer-facing and working with tax preparation, bookkeeping, or financial planning
  • Answered moderated complex tax questions for the experts
  • Contributed to successful quality control initiatives and implemented new strategies to improve employee work
  • Collaborated with other team leaders to achieve company goals
  • Trained new employees and provided ongoing support
Nov 2023 - Apr 2024
6 months

Cost and Tax Law Specialist

Ernst and Young

  • Supports financial advisors by accurately interpreting tax laws, rulings, and regulations
  • Provides guidance on cost basis and helps research historical data on cost basis
  • Reviews the historical data of securities, mutual funds, education savings plans, and retirement plans to provide guidance on the proper tax treatment
  • Provides guidance on the treatment of foreign sourced income
  • Researches and analyzes a client's issue to get a better understanding of the business need, communicates your findings, and then articulates a solution in a way your client can understand
Aug 2023 - Nov 2023
4 months

Tax Associate

Anderson Business Advisors

  • Maintained consistent and updated knowledge of current federal and state regulations
  • Prepared IRS Forms 1040, 1120-S, and 1065
  • Prepared working trial balance using profit and loss statements, ledgers, and cash books of clients
  • Supported individual and business tax clients and prepared simple to complex tax returns
  • Leveraged industry knowledge and performed due diligence to assist clients in receiving maximum returns
  • Increased revenue and commissions with product and service add-ons
  • Organized client financial data with thorough reconciliations of bank and credit card accounts
May 2023 - Dec 2024
1 year 8 months

Freelance Tax Content Writer

Industry Dive

  • Curates content using content management tools and eliminates inaccuracies
  • Explains complex information in written and verbal form to CFOs
  • Updates core articles and existing content on a regular basis
  • Researches and audits competitor content
  • Prepares regular content for specific professionals
Mar 2023 - Dec 2024
1 year 10 months

AI Trainer -Legal

Scale AI

  • Assess AI output against specific criteria
  • Rewrites AI prompts and responses
  • Evaluates codes sections, case law and regulatory authority
  • Humanizes AI prompts and responses
Feb 2023 - Apr 2024
1 year 3 months

Seasonal Senior Tax Associate

FORVIS

  • Maintained consistent and updated knowledge of current federal and state regulations
  • Worked on moderate to complex returns for high-net-worth clients and prepared IRS Form 1040, 1065, and 1120-S
  • Consulted with clients regarding pretax planning, financial statements, and corporate tax returns
  • Leveraged industry knowledge and performed due diligence to assist clients in receiving maximum returns
  • Used company software to record client data and maintain organized files
  • Adapted to new technology and conducted virtual tax interviews and planning sessions with clients
Jan 2023 - Apr 2023
4 months

Senior Tax Law Researcher

HR Block

  • Evaluated individual, state and local, business and international, tax questions
  • Provided education and legal resources to tax professionals
  • Researched applicable tax law and regulations to make recommendations to tax advisors
  • Collaboratively worked with supervisor on complex tax issues, cases, and controversies
  • Provided substantive responses to Federal tax law questions using the live chat feature by providing real-time tax law research and responses
  • Prepared substantive and detailed responses that meet the Service Level Agreement
  • Served as a point of contact for tax professionals on relative and applicable tax law issues
Nov 2022 - Aug 2023
10 months

Content Writer- Tax & Accounting

Fit Small Business/ Technology Advice

  • Crafted detailed, search engine-optimized, and relevant content for Fit Small Business
  • Kept a consistent brand voice across all digital platforms
  • Stayed up-to-date on tax and accounting knowledge to draft informative pieces that were consumed by the general public
  • Drafted both short-form and long-form content
Sep 2022 - Nov 2022
3 months

Tax Content Writer

Red Ventures

  • Responsible for contributing to the development of tax and real estate content for Bankrate a branch of Red Ventures
  • Identifies breaking industry news to cover and offer a fresh perspective on tax and real estate trends
  • Produce high-quality content that's informative, well-written, and engaging
  • Leverage proprietary and industry data to generate story ideas and make informed decisions
Feb 2021 - Nov 2022
1 year 10 months

Freelance Tax Content Writer

Motley Fool - Real Estate Bureau

  • Pitched and wrote both timely and evergreen articles on real estate and tax topics
  • Consistently met deadlines
  • Drafted both short-form and long-form content
  • Interviewed industry leaders
  • Collaborated with the SEO team to produce high ranking tax content
Jun 2020 - Mar 2023
2 years 10 months

Antibias Review Board Member

Investopedia

  • Reviewed tax and finance content and images across Dotdash Meredith, using research and their expertise and judgment to advise Dotdash Meredith brands on language, images, themes, and tone
  • Kept the organization in line with current demands by periodically reviewing and amending policies
Apr 2020 - Dec 2024
4 years 9 months

Financial Review Board Member

Investopedia

  • Financial Review Board Members ensure that all of our content is accurate and up to date for Investopedia
Apr 2020 - May 2021
1 year 2 months

Expat Tax Advisors

HR Block

  • Maintained consistent and updated knowledge of current federal, state, and international tax laws
  • Prepared IRS Forms 1040, 1116, 2555, 8938, and 114
  • Reviewed foreign financial information and foreign tax documents from various countries
  • Supported individual and business tax clients and prepared simple to complex tax returns
  • Adapted to new technology and conducted virtual tax interviews and planning sessions with clients
  • Leveraged industry knowledge and performed due diligence to assist clients in receiving maximum returns
  • Educated taxpayers on liability, processing requirements, and liabilities
  • Handled atypical returns correctly based on information available in tax law handbooks and bulletins
  • Served client needs by staying on top of changing laws and processes
  • Verified the accuracy and integrity of the forms and supplied details
Nov 2018 - Apr 2020
1 year 6 months

Tax Law Researcher/ Change Analyst

The Tax Institute at HR Block

  • Evaluates individual, corporate, partnership, international, estate, and trust tax questions to provide education and legal resources to tax professionals
  • Researches applicable tax law and regulations and makes recommendations providing the correct tax treatment for the client and providing a written response concerning the applicable tax law
  • Collaborates with a supervisor on complex tax issues, cases, and controversies
  • Provides substantive responses to Federal tax law questions using the live chat feature by providing real-time tax law research and responses
  • Prepares substantive and detailed responses that meet the Service Level Agreement
  • Serves as a point of contact for tax professionals on relative and applicable tax law issues
Jan 2016 - May 2017
1 year 5 months

Student Attorney- Immigration Clinic

UMB LAW Clinic

  • Conducted client interviews to gather information for cases
  • Attended depositions, mediations, and hearings alongside supervising attorneys
  • Observed court proceedings to gain practical knowledge of legal system
  • Worked with community leaders to prevent deportation
  • Drafted request for emergency stays
  • Assisted with Asylum cases
  • Assisted with marriage-based green card applications
  • Developed abilities to work directly with clients in different stages of cases
  • Attended court and hearings
  • Tracked changes in legislation or regulations affecting clients or industries

Summary

Dynamic AI Trainer and Tax Law Expert with a proven track record at Open AI, enhancing AI's understanding of complex legal documents. Skilled in content creation and tax research, I significantly improved AI response accuracy and efficiency. My enthusiastic approach and keen research abilities drive innovative solutions, making AI interactions more humanized and reliable.

Languages

English
Advanced

Education

University of Maryland School of Law

Juris Doctor · Law · United States

Morgan State University

United States

Need a freelancer? Find your match in seconds.
Try FRATCH GPT
More actions