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Manager of Accounting and Auditing Content | Job ID: 2741

Location: Pennsylvania Date Posted: January 13, 2023 Category: Finance and Accounting


This position is a remote position. Travel may be required for team meetings, presentations, training sessions, or customer demands.

Supervisory Responsibilities:

· None.


Assessment of market needs for A&A training

  • Research technical standards and standard setting activities of the FASB, PCC, AICPA, PCAOB, SEC, and other appropriate standard setters and regulatory agencies.
  • Assess market potential by performing needs assessment of customers and competitors to identify growth opportunities and threats to current market position.
  • Identify trends and needs of accounting practitioners in the A&A field and collaborate with marketing leadership in developing suggestions for either new or updates to existing courses in the curriculum which address emerging and ongoing professional needs.

Development of course materials 

  • Lead the A&A content creation and address the learning needs of A&A customers and CPA exam candidates.
  • Using appropriate adult learning approaches, design, develop and periodically update training courses across various modalities which address identified needs in the accounting profession. Courses must conform with relevant National Association of State Board of Accountancy (NASBA) and other relevant CPE compliance standard setters’ requirements.
  • Create slide decks, book chapters, knowledge questions, articles, and other materials for courses, presentations, and training sessions; and respond to customer questions regarding same.
  • Coordinate as needed with other operational teams to assure timely delivery of course materials

Write technical accounting blog posts, articles, and other marketing materials to support marketing efforts to a wide range of audiences.

Other responsibilities 

  • Assist Surgent leadership in pursuing business growth opportunities involving implementing new technologies or other initiatives which increase the appeal of Surgent’s curriculum to an expanding population of potential customers.
  • Participate in other ad hoc initiatives which help attain the goals of Surgent leadership.
  • Be the primary resource to answer technical participant questions arising from live and re-broadcast courses. 

Required Skills/Abilities: 

  • Technical accounting expertise in relevant A&A topics, particularly US GAAP and AICPA auditing standards
  • Excellent instructional design skills
  • Excellent verbal and written communication skills
  • Excellent organizational and time management skills, with an attention to detail
  • Strong analytical and problem-solving skills
  • Ability to function well in a high-paced and at times stressful environment
  • Proficient with Microsoft Office Suite

Education and Experience:

Bachelor's degree or equivalent related work experience required.

Active CPA (Certified Public Accountant) required. 

1+ year of experience with US GAAP and technical accounting matters required.

5+ years in instructional design experience in accounting and auditing topics and skills preferred.

1+ year experience in public accounting preferred. 

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