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 exact bounding boxes and applying stru
📌 Tax Form Annotation Specialist (India)
🏢 Turing
📍 India