Tax and Advisory Content Developer

Overview

Serve as a subject matter expert developing accurate, timely tax content for Surgent CPE live seminars, webinars, self-study courses, and the Surgent Income Tax School, translating new legislation and IRS guidance into material for experienced practitioners and newer professionals.

What you'll do

• 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.
• Update Surgent Income Tax School courses and practice manual, including review questions, final exam questions, answer explanations, and practical learning activities such as tax return preparation exercises.
• Write new Income Tax School 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 each day and identify topics that call for 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 on an as-needed basis.

What you'll need

• Thorough knowledge of individual taxation.
• Thorough knowledge of business and pass-through entity taxation (partnerships, S corporations, 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 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.
• 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.

Nice to have

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

Details

• Competitive compensation (contingent on experience).
• Paid time off on a sliding scale according to hire date and work hours, parental leave, bereavement, and 8 hours of volunteer time.
• Paid holiday schedule including the entire week of Christmas.
• Comprehensive benefits package including medical, vision, dental, life, disability and pet insurance.
• 401(k) plan with 5% employer matching (eligibility after 90 days of employment).
• Annual professional and career development opportunities.
• Daily on-site group fitness classes.