Tax and Advisory Content Developer

UWorld, LLC • Coppell, TX

6d

About The Position

UWorld’s Surgent CPE provides continuing professional education for CPAs and tax professionals. The Tax and Advisory Content Developer serves as a subject matter expert, creating accurate and 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 both experienced practitioners seeking technical depth and newer professionals seeking foundational instruction.

The position develops and revises Surgent CPE course books and presentation slides, creates courses on emerging tax topics, updates ITS course materials and assessments, monitors tax developments, answers technical tax questions, and writes articles and blog posts as needed. Content must reflect current legislation, IRS guidance, and inflation-adjusted figures.

UWorld is an equal opportunity employer and provides a drug-free workplace. Accommodation is available for individuals with a disability or special need who require it.

Requirements

• Thorough knowledge of individual taxation.
• Thorough knowledge of business and pass-through entity taxation, including partnerships, S corporations, and C corporations.
• Thorough knowledge of estate, gift, and trust taxation.
• Thorough knowledge of tax practice and ethics.
• Exceptional attention to detail, particularly with numerical data and calculations.
• Excellent written communication skills and the ability to explain complex material to customers with different levels of expertise.
• Strong research skills, including use of 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.
• Five or more 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.

Nice To Haves

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

Responsibilities

• Write and revise Surgent CPE course materials, including technical content, examples, supplemental resources, learning and exam questions, and accompanying presentation slides.
• Develop new courses on emerging and in-demand tax topics.
• Ensure course content reflects current legislation, IRS guidance, inflation-adjusted figures, and the latest developments.
• Update Surgent Income Tax School courses and its practice manual, including review questions, final exam questions, answer explanations, and practical learning activities such as tax return preparation exercises.
• Write new ITS content as needed to reflect tax law changes and current topics.
• Recalculate quantitative questions for inflation adjustments, including correct answers and explanations.
• Review legislation, IRS guidance, case law, and industry developments daily and identify topics requiring new or revised content.
• Provide timely, informed answers to technical tax questions from practicing CPAs and other professionals.
• Write articles and blog posts for Surgent and outside publications as needed.

Benefits

• Competitive compensation contingent on experience.
• Paid time off based on a sliding scale according to hire date and work hours.
• Parental leave.
• Bereavement leave.
• Eight hours of volunteer time.
• Paid holidays, including the entire week of Christmas.
• Medical, vision, dental, life, disability, and pet insurance.
• 401(k) plan with 5% employer matching after 90 days of employment.
• Annual professional and career development opportunities.
• Daily on-site group fitness classes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed