Overview
The organization is seeking a subject matter expert to develop accurate, timely tax content for live seminars, webinars, self-study courses, and the organization’s Income Tax School (ITS). This role converts new legislation and IRS guidance into materials for two audiences: experienced practitioners who need technical depth and newer professionals who need foundational instruction.
Responsibilities
- CPE Course Development
- Write and revise 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.
- Ensure all content aligns with current legislation, IRS guidance, and inflation-adjusted figures, reflecting the latest developments.
- Income Tax School (ITS)
- Update ITS courses and the 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 require 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 the organization and outside publications on an as-needed basis.
Required Skills and Abilities
- Thorough knowledge of:
- 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, especially with numerical data and calculations
- Excellent written communication skills, including the ability to explain complex material to audiences 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
Compensation & Benefits
- Competitive compensation (contingent on experience)
- Paid time off (based on sliding scale according to hire date and work hours)
- Parental leave
- Bereavement leave
- 8 hours of volunteer time
- Generous paid holiday schedule that includes 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
Additional Benefits
- Social Committee offering an inclusive environment to get to know coworkers in a fun way
- Daily on-site group fitness classes
Location
Not specified in the provided job description.
Equal Employment Opportunity
The organization is an equal opportunity employer and provides a drug-free workplace. Individuals with disabilities or special needs who require accommodation are encouraged to request support.