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
Benefits- 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
