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Cost Basis Jobs (NOW HIRING)

JPMorgan Chase & Co.

Cost Basis Associate

Newark, DE · On-site

$65 - $90/hr

Job summary As a Cost Basis Associate in Brokerage operations, you will help ensure the accuracy and integrity of cost basis reporting by analyzing data, executing controlled processes, and ...

JPMorgan Chase & Co

Cost Basis Associate

Newark, DE · On-site

Job summary As a Cost Basis Associate in Brokerage operations, you will help ensure the accuracy and integrity of cost basis reporting by analyzing data, executing controlled processes, and ...

JP Morgan Chase

Cost Basis Associate

Newark, DE · On-site

Job summary As a Cost Basis Associate in Brokerage operations, you will help ensure the accuracy and integrity of cost basis reporting by analyzing data, executing controlled processes, and ...

LPL Financial

Analyst, Ops Tax & Cost Basis

Tempe, AZ · On-site

$25.75 - $42.88/hr

The cost basis component is responsible for the receipt, maintenance, and delivery of tax lots used to calculate cost basis. The Cost Basis and Tax Analyst will conduct routine analysis and tests of ...

LPL Financial

Analyst, Ops Tax & Cost Basis

Fort Mill, SC · Remote

$25.75 - $42.88/hr

The cost basis component is responsible for the receipt, maintenance, and delivery of tax lots used to calculate cost basis. The Cost Basis and Tax Analyst will conduct routine analysis and tests of ...

LPL Financial

Analyst, Ops Tax & Cost Basis

Tempe, AZ · Remote

$25.75 - $42.88/hr

The cost basis component is responsible for the receipt, maintenance, and delivery of tax lots used to calculate cost basis. The Cost Basis and Tax Analyst will conduct routine analysis and tests of ...

PEAK6

Data Analyst (Tax & Cost Basis)

Manhattan, NY · On-site

$60 - $80/hr

Utilize advanced SQL and Claude AI skills to support the Tax & Cost Basis Operation teams. * Evaluate data flows to identify areas for improvement and assist in the development and implementation of ...

Stellant Systems

Cost Analyst

Williamsport, PA · On-site

Cost Analyst Job Location: Williamsport, PA Stellant is looking for a full-time Cost Analyst. This ... Prepare Consolidated Bill of Materials (CBOM) and Basis of Estimates (BOEs) per FAR Table 15-2 in ...

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How much do cost basis jobs pay per year?

As of Sep 8, 2026, the average yearly pay for cost basis in the United States is $107,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,500.00 and $121,500.00 per year, depending on experience, location, and employer.

What is a cost basis?

A Cost Basis job involves tracking and calculating the original value of investments for tax and reporting purposes. Professionals in this role ensure accurate cost basis reporting by reconciling transactions, adjusting for stock splits or dividends, and complying with IRS regulations. They work closely with brokerage firms, financial institutions, and clients to maintain precise records, helping investors determine capital gains or losses when selling assets. Strong attention to detail and knowledge of tax laws are essential for success in this role.

What are the typical daily responsibilities of someone working in a cost basis position?

Professionals in Cost Basis roles are primarily responsible for accurately tracking and reconciling investment purchase and sale data to determine correct cost basis for securities. Their day often includes reviewing transaction records, reconciling discrepancies, preparing tax compliance reports, and responding to client or auditor inquiries. They regularly collaborate with operations, compliance, and client service teams to ensure data integrity and resolve any issues. This work is essential for precise tax reporting and helping both clients and the organization meet regulatory requirements.

What are the key skills and qualifications needed to thrive in a cost basis position, and why are they important?

To thrive in a Cost Basis role, you need a strong understanding of financial data analysis, investment and tax reporting, and attention to detail, usually supported by a degree in finance, accounting, or a related field. Familiarity with financial software such as portfolio management systems, tax lot accounting tools, and Microsoft Excel is essential, and certifications like CFA or CPA are advantageous. Strong analytical thinking, effective communication, and problem-solving skills allow professionals to interpret data and work with clients or internal teams. These capabilities are vital for ensuring accurate cost basis calculation, regulatory compliance, and reliable financial reporting for investors and organizations.

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Cost Basis jobs near you
Infographic showing various Cost Basis job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $107,007 per year, or $51.4 per hour.

Cost Basis Associate

JPMorgan Chase & Co.

Newark, DE • On-site

$65 - $90/hr

Other

This job post has expired 2 days ago. Applications are no longer accepted.

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 175 rated banks

Job description

Step into a role where your analytical skills and attention to detail directly impact the accuracy of client reporting and regulatory compliance. Join a team that values collaboration, continuous improvement, and a strong controls culture. You will receive hands-on experience, structured training, and mentorship while building your operations and data skills. Make a difference for clients and the firm from day one.

Job summary

As a Cost Basis Associate in Brokerage operations, you will help ensure the accuracy and integrity of cost basis reporting by analyzing data, executing controlled processes, and supporting improvements to how we monitor, resolve, and prevent exceptions. You will apply relevant regulations and industry standards while partnering with teammates to deliver timely, accurate outcomes. You will contribute to operational excellence through strong judgment, curiosity, and a focus on continuous improvement.

Job responsibilities
  • Analyze and interpret financial and transactional data related to cost basis and tax lots
  • Build and maintain reports and dashboards to monitor data accuracy, timeliness, and exceptions
  • Identify trends and discrepancies, document findings, and recommend remediation steps
  • Execute standardized workflows and procedures for cost basis processing and reconciliations
  • Perform daily controls, manage exceptions, and resolve breaks with clear audit trails
  • Track and report on key performance indicators and service level agreements
  • Apply cost basis regulations, tax rules, and industry standards to support compliance
  • Support accurate adjustments for corporate actions such as stock splits, mergers, and dividends
  • Contribute to automation initiatives by drafting queries, building workflows, and assisting with testing
  • Perform reconciliations between systems, investigate and resolve discrepancies, and implement preventive actions
  • Collaborate with cross-functional teams to communicate analytical insights and support process changes
Required qualifications, capabilities and skills
  • Bachelor’s degree in Finance, Accounting, Business, Data Analytics, or a related field or equivalent practical experience
  • Proficiency with Microsoft Excel, including formulas, lookups, and pivot tables
  • Ability to learn data analytics and automation tools such as SQL and Alteryx
  • Strong attention to detail and a demonstrated controls mindset
  • Clear written and verbal communication skills
  • Ability to prioritize work and deliver accurate results under deadlines
  • Demonstrated problem-solving ability and intellectual curiosity
  • Drive to learn quickly in a fast-paced environment
Preferred qualifications, capabilities and skills
  • Experience with financial data analysis, corporate actions, or cost basis concepts through coursework, projects, or internships
  • Exposure to tax lot accounting systems or exception management processes
  • Basic scripting skills, such as Python or VBA, to support automation and process improvement
  • Familiarity with data visualization tools used for reporting and monitoring
  • Experience drafting business requirements or test cases to support process automation
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
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