Tax and Advisory Content Developer

UWorld, LLC; Oregon; Hybrid; USD 70,000 - 100,000; Full time

Job summary

UWorld, LLC’s Surgent CPE team seeks a subject matter expert to develop accurate tax content for live seminars, webinars, and ITS courses. The role translates new legislation and IRS guidance into materials for seasoned practitioners and newer professionals.

Responsibilities include updating course content, creating practice questions, and staying current with tax developments. Strong analytical, writing, and research skills are essential to explain complex topics clearly.

Qualifications

• Thorough knowledge of individual taxation.
• Understanding of estates, gifts and trusts taxation.

Responsibilities

• Write and revise Surgent CPE course materials including course books and slides.
• Develop new courses on emerging tax topics in line with current legislation and IRS guidance.
• Update ITS courses and practice manual with questions and explanations reflecting tax changes.
• Review legislation, IRS guidance, and case law to identify topics needing updated content.
• Provide timely, well-informed answers to technical tax questions from CPAs.
• Write articles and blog posts for Surgent and external publications as needed.

Skills

Individual taxation

Business and pass-through taxation

Estate, gift, and trust taxation

Tax practice and ethics

Numerical accuracy

Written communication

Research skills

Alternatively: IRS guidance

Tools

Microsoft Word

Microsoft PowerPoint

Google

Job description

UWorld's Surgent CPE provides continuing professional education that helps CPAs and tax professionals remain current with changes in tax law and practice. An individual in this position serves as a subject matter expert, developing accurate, timely tax content for Surgent's live seminars, webinars, self-study courses, and the Surgent Income Tax School (ITS). The role turns new legislation and IRS guidance into material for two audiences: experienced practitioners who need technical depth, and newer professionals who need foundational instruction.

Duties/Responsibilities:

The key duties/responsibilities for an individual in this position include:

Surgent CPE Course Development:

Write and revise Surgent CPE course materials, including course books (technical content, examples, supplemental resources, and learning and exam questions) and accompanying presentation slides. Develop new courses on emerging and in-demand tax topics. Keep all content in line with current legislation, IRS guidance, and inflation-adjusted figures, ensuring content is timely and reflects the latest developments.

Surgent Income Tax School:

Update ITS courses and practice manual, including review questions, final exam questions, answer explanations, and practical learning activities such as tax return preparation exercises. Write new content as needed to reflect tax law changes and current topics. Recalculate quantitative questions for inflation adjustments, including correct answers and explanations.

Monitoring Tax Developments

Review legislation, IRS guidance, case law, and industry developments each day. Identify topics that call for new or revised content.

CPE Q&A:

Provide timely, well-informed answers to technical tax questions from practicing CPAs and other professionals.

Thought Leadership:

Write articles and blog posts for Surgent and outside publications on an as-needed basis.

Required Skills/Abilities:

• Thorough knowledge of the following:
• Individual taxation
• Business and pass-through entity taxation (partnerships, S corporations, C corporations)
• Estate, gift, and trust taxation
• Tax practice and ethics
• Exceptional attention to detail, particularly with numerical data and calculations
• Excellent written communication skills, including the ability to explain complex material to customers at different levels of expertise
• Strong research skills, including primary sources such as the Internal Revenue Code, Treasury regulations, and IRS guidance
• Proficiency in Microsoft Word, Microsoft PowerPoint, and Google