Tax and Advisory Content Developer

UWorld • Coppell, TX

5d

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 who creates accurate, current 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 who need technical depth and newer professionals who need foundational instruction.

The position develops and revises Surgent CPE course books and presentation slides, creates courses on emerging tax topics, and keeps content aligned with legislation, IRS guidance, and inflation-adjusted figures. It also updates ITS courses and its practice manual, including assessments, answer explanations, and practical tax-return preparation exercises. The role monitors tax developments, answers technical questions from CPAs and other professionals, and writes articles and blog posts as needed.

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, including 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 practice manual, including review and final exam questions, answer explanations, and practical learning activities such as tax return preparation exercises.
• Write new ITS content as needed to address tax law changes and current topics.
• Recalculate quantitative questions for inflation adjustments, including answers and explanations.
• Review legislation, IRS guidance, case law, and industry developments daily, and identify topics that require new or revised content.
• Provide timely, well-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

• Paid time off based on a sliding scale according to hire date and work hours.
• Parental leave.
• Bereavement leave.
• Eight hours of volunteer time.
• A paid holiday schedule that includes the entire week of Christmas.
• Medical insurance.
• Vision insurance.
• Dental insurance.
• Life insurance.
• Disability insurance.
• Pet insurance.
• 401(k) plan with 5% employer matching, with eligibility 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