Tax Form Annotation Specialist

Job Description

Role Overview
We are seeking an efficient and detail-oriented Tax Form Annotation Specialist. This hybrid role requires both hands-on experience with tax documentation and the technical expertise to annotate forms in Label Studio or any other software. You will use tax forms to extract bounding box information with correct relationships between the boxes.
Core Workflow & Responsibilities
The role follows a structured six-step pipeline:
Phase 1 — Research
Form Research: Study tax form layouts, field relationships, and IRS/Financial institutions/local authority instructions to establish annotation scope and rules.

Phase 2 — Drawing Bounding Boxes
Define Field Keys & Schema: Create Labels, Fields, and Data Types in Label Studio for every identifiable field on the form.

Draw Bounding Boxes: Precisely draw bounding boxes over each field and assign the correct Label, Field name, and Data Type to every box.

Phase 3 — Relationships
Define Inter-field Edges: Identify intercorrelated fields and configure relationship tags and edge links between them in Label Studio.

For calculation relations, provide formula in a separate sheet to be used in Phase 4

Phase 4 — Post-Processing
Export, Test & Validate: Generate JSON and YAML annotation exports, test overlay alignment on source PDFs, and verify schema integrity.

Required Qualifications & Skills
Tax & Domain Knowledge
Solid understanding of tax form structures (e.g. W-2, 1040, 1099, VAT returns, Self-Assessment, corporate tax schedules)

Familiarity with field dependencies within tax forms — relationships between income lines, deductions, credits, and totals

Working knowledge of tax authority form-filling guidelines (IRS, Financial institutions, or equivalent)

Ability to research and interpret unfamiliar form types independently

Annotation & Technical Skills
Hands-on experience with Label Studio or a comparable document annotation platform

Proficiency in drawing precise bounding boxes and applying structured label schemas

Understanding of field-level data types: strings, dates, currency, checkboxes, enumerations

Ability to define and document field metadata including format constraints and validation rules

Familiarity with JSON and YAML for reviewing and validating annotation exports

Experience linking related fields using relationship/edge tagging

Nice to Have
Background in accounting, bookkeeping, or tax preparation

Experience with bounding boxes and label studio or similar

Prior work on training data for document AI

What Success Looks Like
Bounding boxes are accurate, consistent, and cover all meaningful fields on every form

Field keys and schemas are correctly defined and follow agreed naming conventions

Metadata is complete and correct for every annotated field

Exported JSON/YAML overlays cleanly on source PDFs with no misalignment

Inter-field relationships are logically mapped and documented

Adapting to changing requirements in a fast paced work environment

Commitment Required
Full-time. 40 hours/week (30 hours/week is exceptionally acceptable, but 20 hours/week is not). 4 hours overlap with PST
Location
Bangladesh, Brazil, Colombia, Egypt, Ghana, India, Indonesia, Philippines, Sri Lanka, Turkey, United States, Vietnam.