A&A Discussion Leader/Technical Writer

Surgent McCoy CPE LLC
Wayne, PA

Job Description

Job Description

KnowFully Learning Group is growing and are currently in search of an Accounting and Auditing Discussion Leader(DL)/Technical Writer(TW) contractor!

KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other’s differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply!

This role will be for Surgent Accounting and Financial Education division. We are seeking experienced accounting and auditing (A&A) CPAs and instructors with experience writing technical A&A content and/or presenting technical A&A content to informed customers. At Surgent Accounting and Financial Education, our Discussion Leaders are the customer-facing side of our industry-leading content while our Technical Writers (TW) lead the behind-the-scenes content creation. The Discussion Leader (DL) presents courses and presentations prepared by the content team to our customers remotely and/or in-person. The DL/TW serves as the content expert for US GAAP, including complex topics such as revenue recognition, lease accounting, and consolidations, and US auditing standards promulgated by the AICPA and PCAOB. The DL/TW will have deep knowledge in these areas so that they can make the material their own and provide additional context outside of the information contained in the presentations and course materials. Engagement with experienced and firm customers and live audiences during presentations is expected for the DL role, but not the TW role. The TW writing should be geared towards an experienced accounting audience including firms and state societies.

This position is hourly. Remote recording tools will be provided as needed.

Location:

  • Remote. Travel is available for in-person presentations as needed.

Supervisory Responsibilities:

  • None.

Duties/Responsibilities:

  • DL: Discuss detailed US GAAP (including pending and proposed ASUs), auditing standards (PCAOB and/or AICPA), and other technical accounting matters using materials provided by Surgent’s content team to CPAs, accounting firm staff, industry professionals, and other accounting and financial customers
  • TW: Prepare detailed and technical slides, study materials, and other written content for presentation by a DL covering US GAAP (including pending and proposed ASUs), auditing standards (PCAOB and/or AICPA), and other technical accounting matters.
  • DL/TW: Describe and explain technical accounting topics in an informed and understandable manner for the given audience
  • DL/TW: Review and understand all provided content, materials, and presentation decks prior to presentation to ensure accuracy
  • DL: Practice delivery of provided presentation prior to recorded or live session to ensure appropriate cadence, pacing, and to identify key focus areas
  • DL/TW: Be the primary resource to answer technical participant questions arising from live and re-broadcast courses
  • DL: Using dynamic communication and interpersonal skills, instruct a significant amount of CPE courses in a webinar (remote), self-study, or live environment
  • DL: Present in various lengths from 30-minutes up to 8 hours (2-4-hours is most common)

Required Skills/Abilities:

  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Ability to function well in a high-paced and at times stressful environment.
  • Ability to represent Surgent in a professional and respectful manner.
  • Proficient with Microsoft Office Suite, particularly PowerPoint.
  • Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers.

Education and Experience:

College degree or equivalent work experience required.

Active CPA(Certified Public Accountant) required.

1+ year of experience with US GAAP, Tax or technical accounting matters required.

For A&A, experience with AICPA or PCAOB auditing standards preferred.

1+ year of experience in public speaking, facilitating, or instructing required.

1 + year of Audit or Tax experience in public accounting required.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Equal Opportunity Statement:

KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Posted 2025-08-22

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