Associate - Research & Advisory

Associate - Research & Advisory

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary:

The Research & Advisory Associate is a technically focused role operating at Frazier & Deeter's National Tax Office. This position supports two of the firm's highest-impact functions: technical research and transaction-oriented advisory services, including strategic planning and M&A. This is not a compliance role. The Associate will primarily engage in analyzing complex tax issues, producing high-quality written deliverables, and supporting senior advisors in structuring transactions and planning strategies across a broad range of client matters.

Duties & Responsibilities:

Technical Research & Analysis:

• Conduct in-depth research using primary authorities, including the Internal Revenue Code, Treasury Regulations, IRS guidance, legislative history, and case law
• Prepare technical memoranda, research summaries, and opinion letters on matters involving pass-through taxation, M&A structuring, estate planning, and transactional issues
• Respond to internal inquiries, with a focus on technical accuracy, clarity, and practical applicability
• Monitor legislative and regulatory developments; draft internal alerts and planning memoranda outlining implications for clients and firm positions
• Contribute to and maintain the firm's centralized repository of technical positions and guidance

Advisory Structuring & Planning Support:

• Support buy-side and sell-side M&A engagements, including pre-transaction planning and post-transaction structuring
• Develop and model alternative planning structures, evaluating tax efficiency, economic outcomes, and implementation risk
• Assist with estate, succession, and family office planning engagements
• Prepare client-ready materials illustrating planning alternatives and recommended strategies

Thought Leadership & Innovation:

• Monitor and draft internal technical briefs on IRS rulings, Treasury guidance, and court decisions
• Participate in internal technical discussions, roundtables, and position-development forums
• Support external thought leadership initiatives, including client alerts, newsletters, and presentation materials

Education & Experience:

• J.D. (with a tax focus), LL.M. in Taxation, or CPA with strong technical research experience
• 1–4 years of experience in tax research, advisory, or transactional planning
• Strong command of federal tax authorities and research methodology
• Demonstrated ability to synthesize complex technical material into clear, well-structured written work product
• Ability to operate effectively in a fast paced advisory and client-facing support environment

Preferred:

• Experience with pass-through taxation, M&A structuring, or estate and generational planning
• Familiarity with tax research platforms (Checkpoint, Bloomberg Tax, BlueJ, Cocounsel)
• Exposure to transactional due diligence, structuring analyses, or tax opinion work
• Interest in contributing to internal knowledge systems and firmwide technical standards