Tax and Advisory Content Developer

UWorld, LLC; United States; Remote; USD 65,000 - 95,000; Full time

Job summary

UWorld’s Surgent CPE seeks a subject matter expert to develop accurate, timely tax content for live seminars, webinars, self-study courses, and the Surgent Income Tax School (ITS). The role translates new legislation and IRS guidance into material for experienced practitioners and newer professionals.

Responsibilities include writing and revising course books and slides, updating ITS content, monitoring tax developments, answering technical questions, and contributing thought leadership through

Qualifications

• Five plus years of tax experience in public accounting or equivalent.
• Active CPA or attorney license required.
• Experience in content development, technical writing, instructional design, or teaching preferred.
• Exceptional attention to detail with numerical data.
• Excellent written communication and ability to explain complex material.
• Strong research skills including IRS guidance and primary sources.

Responsibilities

• Surgent CPE Course Development: Write and revise course materials and slides; develop new courses on tax topics; keep content aligned with current legislation and IRS guidance.
• Surgent Income Tax School: Update ITS courses and practice manual, including review questions and explanations; recalculate inflation adjustments.
• Monitoring Tax Developments: Review legislation and IRS guidance daily; identify topics needing new or revised content.
• CPE Q&A: Provide timely, well-informed answers to technical tax questions from CPAs and professionals.
• Thought Leadership: Write articles and blog posts for Surgent and outside publications as needed.

Skills

Individual taxation

Business and pass-through taxation

Estate, gift, and trust taxation

Tax practice and ethics

Attention to detail

Written communication

Research skills

Multitasking

Deadline management

Education

CPA or Attorney license

5+ years tax experience in public accounting or equivalent

Content development/ instructional design experience

Tools

Microsoft Word

Microsoft PowerPoint

Google Workspace

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 Workspace

• Ability to multitask and meet deadlines

Education and Experience:

• Five plus years of tax experience in public accounting (Big 4, national, or regional firm), a law firm, or a comparable environment

• Active CPA or attorney license required

• Experience in content development, technical writing, instructional design, or teaching preferred

• Competitive compensation (contingent on experience)

• Paid time off (based on sliding scale according to hire date and work hours), parental leave, bereavement, and 8 hours of volunteer time

• A generous paid holiday schedule that includes the entire week of Christmas

• Comprehensive benefits package (medical, vision, dental, life, disability and pet insurance)

• 401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment)

• Annual professional and career development opportunities available

• Social Committee that offers an inclusive environment to get to know coworkers in a fun way

• Daily on-site group fitness classes

At UWorld, we believe strength is derived from the talents, ideas, and experiences of a diverse workforce. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected class. UWorld is proud to be an equal opportunity employer providing a drug-free workplace. If you have a disability or special need that requires accommodation, please let us know.