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

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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

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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

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Prepare client-ready materials illustrating planning alternatives and recommended strategies


Thought Leadership & Innovation


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Monitor and draft internal technical briefs on IRS rulings, Treasury guidance, and court decisions


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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

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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

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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

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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

#LI - hybrid
  Salary Range Salary Range $80,000 — $150,000 USD