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. 

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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:

• 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
  
  

• 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
  
  

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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
  
  

• 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

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