Tax Content Architect & CPE Expert

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, 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.