Tax and Advisory Content Developer

This is a fully remote position, open to applicants in Texas.

📋 Description

• Write and update Surgent CPE course materials, which encompass course books, technical content, examples, supplemental resources, learning questions, exam questions, and presentation slides.

• Create new courses focusing on emerging and high-demand tax topics.

• Ensure that content remains consistent with current legislation, IRS guidance, and inflation-adjusted figures.

• Revise Surgent Income Tax School courses and the practice manual.

• Develop and update review questions, final exam questions, answer explanations, and practical learning activities, such as tax return preparation exercises.

• Reassess quantitative questions for inflation adjustments, including correct answers and explanations.

• Review daily legislation, IRS guidance, case law, and developments within the industry.

• Identify subjects that necessitate new or revised content.

• Provide prompt and well-informed responses to technical tax inquiries from practicing CPAs and other professionals.

• Write articles and blog posts for Surgent and external publications whenever required.

⛳️ Requirements

• Over five years of tax experience in public accounting (Big 4, national, or regional firm), in a law firm, or in a similar environment.

• An active CPA or attorney license is mandatory.

• Comprehensive understanding of individual taxation.

• In-depth knowledge of business and pass-through entity taxation, including partnerships, S corporations, and C corporations.

• Strong grasp of estate, gift, and trust taxation.

• Solid understanding of tax practice and ethics.

• Exceptional attention to detail, especially regarding numerical data and calculations.

• Excellent written communication abilities, including the skill to explain complex materials to clients at various levels of expertise.

• Strong research skills utilizing primary resources such as the Internal Revenue Code, Treasury regulations, and IRS guidance.

• Proficient in Microsoft Word, Microsoft PowerPoint, and Google Workspace.

• Capability to multitask and adhere to deadlines.

🏝️ Benefits

• Competitive compensation (based on experience).

• Paid time off (calculated on a sliding scale according to hire date and work hours).

• Parental leave.

• Bereavement leave.

• 8 hours of volunteer time.

• Generous paid holiday schedule, including the entire week of Christmas.

• Comprehensive benefits package: medical, vision, dental, life, disability, and pet insurance.

• 401(k) retirement plan with 5% employer matching (eligibility after 90 days of employment).

• Annual professional and career development opportunities.

• Social Committee providing an inclusive environment to connect with coworkers.

• Daily on-site group fitness classes.