Associate - Research & Advisory

Posted 2 Days Ago
Be an Early Applicant
Towson, MD, USA
In-Office
80K-150K Annually
Mid level
Other
The Role
The Associate conducts technical research, supports M&A advisory services, and prepares detailed analysis and written deliverables related to tax issues.
Summary Generated by Built In

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

#LI - hybrid


Salary Range

Salary Range
$80,000$150,000 USD

Skills Required

  • J.D. with a tax focus, LL.M. in Taxation, or CPA
  • 1-4 years of experience in tax research, advisory, or transactional planning
  • Strong command of federal tax authorities and research methodology
  • Ability to synthesize complex technical material into clear written work
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Atlanta, GA
434 Employees
Year Founded: 1981

What We Do

Frazier & Deeter is an award winning accounting and advisory firm known for addressing our clients' emerging needs as they evolve. We achieve exceptional client satisfaction ratings by looking beyond accounting for today to advising for the future. Our Arch + Tower team means we offer an unusual range of services that give us a unique perspective on the intersection of capital, compliance and growth. We are an award-winning Deliberately Developmental Organization that has garnered national attention for our efforts to create a culture in which we grow our people everyday. Our brand promise is Investing in Relationships to Make a Difference. We offer the full range of tax, audit, accounting and advisory services through our offices in Atlanta, Cambridge, Charlotte, Las Vegas, London, Nashville, North Georgia and Tampa. Our firm is a member of CPAmerica. Frazier & Deeter has received many honors based on the quality of our work and our dedication to client responsiveness. Our accolades include: - Among the top 60 largest Accounting Firms in the nation - Among the Best Firms to Work for in the U.S. 2015, 2016 - Best of the Best CPA firm - 14 times - 6 time winner of Practical Accountant's Practice Innovation Award - Top Firm for Women in Leadership - 6 times A company with more than 98% of its employees who believe the firm is "committed to producing top-quality work, and consistently goes the extra mile to achieve great results."​

Similar Jobs

Cox Enterprises Logo Cox Enterprises

Client Performance Manager III (R&I)

Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Remote or Hybrid
United States
50000 Employees
81K-122K Annually

Flourish Logo Flourish

Director of Business Development

Fintech • Insurance • Financial Services
Remote or Hybrid
USA
93 Employees
168K-220K Annually

Luxury Presence Logo Luxury Presence

Product Marketing Manager

Marketing Tech • Real Estate • Software • PropTech • SEO
Easy Apply
Remote or Hybrid
United States
500 Employees

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Temporary Associate

eCommerce • Fashion • Retail • Sales • Wearables • Design
Hybrid
Clarksburg, MD, USA
16000 Employees
15-20 Hourly

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account