Frazier & Deeter is a rapidly growing Top 50 accounting & advisory firm known for its commitment to training and inclusion. The Research & Advisory Associate role involves conducting technical research and providing advisory support for M&A and tax planning, focusing on high-quality deliverables and client engagement.

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
• 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
• 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
• 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

Skills

• 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
• 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

Company Overview