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U.S. Tax Producer



United States · Remote
Posted on Thursday, July 11, 2024
We’re LumiQ – an audio-first professional education platform for CPAs. We help CPAs get their continuing professional development (CPD) hours through engaging podcasts with business leaders (the CFOs of Slack, Shopify, Yelp, Yahoo!, TD Bank, and Wealthsimple just to name a few). CPD/CPE is the yearly required learning that CPAs generally dread doing. They’re tired of dealing with boring webinars, irrelevant content and product experiences that are out-of-date. That’s why they’ve flocked to LumiQ and our mission to make professional learning enjoyable.
With 600+ companies signed up, and 300% YoY growth, we’re at the precipice of launching a global movement that’s going to massively change the professional education and podcasting industries. We’ve also recently expanded into the US market and we’re seeing wonderful early signs of traction.
LumiQ is experiencing rapid growth as you might expect from a startup at our stage, but we tend not to subscribe to the mantra of “move fast and break things.” Our goal is to build a profitable company where our employees can learn and grow, and where customers see real value and genuinely enjoy using the product. We are building a company meant to last, and if this resonates with you, we hope you will consider joining us on our journey to transform professional education!
We are looking for a U.S. Tax Producer to help us disrupt the professional education industry and create the world’s best CPD content!
This is a unique opportunity to use your accounting designation in a creative way, provide value to the CPA community, and be part of a fast-paced growing company! Reporting to the Manager of Technical Education, this role is a unique blend of education, content creation, and accounting knowledge, and provides a great opportunity to grow your professional network and brand in the CPA community. The U.S. Tax Producer will be responsible for executing on the U.S. tax learning curriculum, finding appropriate guests for each topic, conducting research, and ensuring an educational and enjoyable finished podcast. You’ll learn how to create a podcast from scratch, from pre-production all the way to a polished finished product (don’t worry, prior production experience is not necessary!).

Who You Are:

  • Designated Professional: You have a recognized CPA or EA (Enrolled Agent) designation with a well-versed understanding of U.S. tax topics-3-5 years of U.S. tax experience, ideally including experience with C corps, flow throughs, individual/estate/trust/gift
  • You are a tax enthusiast: You are comfortable explaining tax in an easy to digest way. If you don’t know it you can research and learn it quickly. You don’t need to be an expert in every topic, but instead be able to synthesize the expertise of our guests to create something accurate and uniquely interesting in professional learning.
  • Critical thinker: You enjoy being able to use your judgment to decide which tax topics we should tackle, and the best way to present the information.
  • Collaboration and prioritization come easily to you: This role will require balancing multiple stakeholders, schedules, and team members' input. You will work closely with LumiQ hosts, to build each episode collaboratively.
  • Organized and detail-oriented: Because this role has multiple podcasts on the go at any given time, you’ve developed processes and strategies to stay extremely organized. You see updating the project management tracker as a key to success rather than an annoying administrative duty. When it comes to the accuracy of the content you will be creating, you are confident in your abilities to ensure everything is factual, while being digestible and enjoyable at the same time.
  • Proactive: You do not sit around, waiting to be told what to do. You are great at anticipating problems before they happen and love to suggest ideas on how to make things better. If you think your experience is most of the way there we’d still love to meet you!

What You'll Be Responsible For:

  • Like any start up, you will be expected to wear many hats, but your main duties will revolve around U.S. tax learning and content creation. Our focus on the Technical Content team is currently on tax, accounting, and audit content applicable to either Canadian or U.S. markets. As you progress in the role, your scope of duties and responsibilities will grow. In the beginning, your main responsibilities will include:
  • Develop Content:
  • Research and pitch U.S. tax topics for episodes
  • Find, schedule, prep, and coordinate appropriate guests for each topic, with support from the Production Coordinator
  • Create interview prep materials, including providing foundational research to support the interview and drafting interview questions for episodes
  • Support other hosts during interviews by keeping track of time, providing interesting follow-up questions, fact checking information, and monitoring for audio quality. We call this “live producing".
  • As you complete onboarding, you will work towards hosting your own episodes (don’t worry we will provide training!) You should feel comfortable with the idea of being in front of a microphone.
  • Review raw audio and make edits from a content perspective (prior audio editing experience not required), ensuring the content is engaging, concise, and achieves intended learning objectives
  • Write the copy for each episode. Because this is an educational podcast that is only available on our platform, this will Include: episode descriptions, quiz questions, speaker bio, glossary terms, visual aid, etc.
  • This role will require being open-minded to new ways of doing things, experimenting with new processes and systems, collaborating and providing feedback on what is and isn’t working. Every week may look a little different as we continue to rapidly scale!
If you think your experience is most of the way there we’d still love to meet you!
This is a remote role, however, employees are required to commute to the Toronto, Canada office on a monthly basis.
Disclaimer: While we are specifically seeking a U.S. Tax Producer, we welcome and encourage applications from candidates based in Canada as well. Canadian applicants are encouraged to apply!
Benefits and Perks
Nomad Policy: Work from anywhere in the world for up to 4 weeks per year.
Hybrid Work Style: The best of both worlds. Enjoy remote work and a downtown Toronto office with snacks, events, and ping pong.
Time Off to Recharge: Great vacation day offerings as well as uncapped sick and mental health days.
Health Benefits: Medical, dental, and health spending account.
Monthly Social Events: Connect with your colleagues during baseball games, taco bars, escape rooms, and more.
Flexibility: We don't mind if you need to run to a mid-day appointment or pick up your kid early from school.
Endless Learning: Our platform isn't just for accountants. Listen to podcasts on soft skills, career development, leadership, and more.
LumiQ Clubs: Join an existing club or start your own.