What are the responsibilities and job description for the Tax Professional position at SPIRAL UP FINANCIAL,LLC?
We are officially opening Open Enrollment and looking for motivated individuals ready to earn, learn, and grow in the financial services industry — no prior experience required.
What You’ll Do
- Prepare tax returns for individuals and families
- Work 100% remotely from anywhere in the U.S.
- Build your own client base (we show you how!)
- Offer financial services with full support from our team
What You’ll Need (We Help You Get Started!)
✅ PTIN (Preparer Tax Identification Number)
- Issued by the Internal Revenue Service
- Required for anyone who prepares or assists in preparing federal tax returns for pay
- Allows you to legally get paid for filing taxes
- Quick and easy to obtain (we guide you through it!)
✅ EFIN (Electronic Filing Identification Number) (Optional – Higher Level)
- Also issued by the IRS
- Allows you to file tax returns electronically under your own business
- Great for those who want to operate independently and scale
Income Potential (Real Example)
- Charge $450 minimum per return
- File just 50 returns = $22,500 income
- Scale up to 100 returns and increase your earnings significantly
The more clients you serve, the more you earn — no cap on income
Why Join Spiral Up Financial Services?
- ✅ Fully Remote – Work from anywhere
- ✅ Certified in all 50 states
- ✅ Little to NO startup cost
- ✅ IRS Due Diligence Training provided
- ✅ FREE Social Media Marketing Training
- ✅ Weekly Support & Training Meetings
- ✅ Access to a strong, supportive community
- ✅ Step-by-step onboarding guidance
Perfect For:
- Beginners looking for a new income stream
- Entrepreneurs wanting to start a tax business
- Anyone interested in financial services
- Side hustlers ready to scale income
Ready to Get Started?
Contact Us Today for Your FREE Estimate & Enrollment Info:
Phone: 860-719-7403
Business: Spiral Up Financial Services
Business: Spiral Up Financial Services
I am accepting new team members and giving free quotes.
Salary : $50,000 - $400,000