Job Description
Job DescriptionWe 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
I am accepting new team members and giving free quotes.