Tax Content Architect & CPE Specialist

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 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