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Cost Basis Jobs (NOW HIRING)

RandstadCorporateServicesTUX

Financial Processor

Scottsdale, AZ · Remote

$23.19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Processor/Cost Basis Specialist Work Arrangement: Fully Remote (MUST be local to Scottsdale, AZ or Valley Forge, PA) Position Summary Leverages advanced cost basis acumen and industry ...

Infinia Search Inc

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Cost Basis Associate

Valley Forge, PA · Remote

$23/hr

  • Medical

  • Dental

  • Vision

Uses advanced cost basis acumen and skills gained through experience to provide superior client service on the most complex accounts, through accuracy, timeliness and department standards.

Infinia Search Inc

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Cost Basis Associate

Scottsdale, AZ · Remote

$23/hr

  • Medical

  • Dental

  • Vision

Uses advanced cost basis acumen and skills gained through experience to provide superior client service on the most complex accounts, through accuracy, timeliness and department standards.

LPL Financial

Analyst, Ops Tax & Cost Basis

Tempe, AZ · Remote

$25.75 - $42.88/hr

  • Medical

  • Retirement

  • PTO

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

  • Medical

  • Retirement

  • PTO

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 · On-site

$25.75 - $42.88/hr

  • Medical

  • Retirement

  • PTO

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 ...

Stifel

Operations Associate - Cost Basis

Saint Louis, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients ...

Stifel

Operations Associate - Cost Basis

Saint Louis, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients ...

Stifel

Operations Associate - Cost Basis

Saint Louis, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers ...

Stellant Systems

Senior Cost Analyst

Williamsport, PA

$75K - $96K/yr

Prepare Consolidated Bill of Materials (CBOM) and Basis of Estimates (BOEs) per FAR Table 15-2 in ... cost reporting. Assist in preparing financial forecasts and budgets as required. Assist in the ...

Stellant Systems

Senior Cost Analyst

Williamsport, PA

$75K - $96K/yr

... material cost basis of estimates in response to customer RFQ's. This will require close working relationships with operations, engineering, supply chain, IT, accounting, pricing, and senior ...

Stellant Systems

Senior Cost Analyst

Williamsport, PA · On-site

$75K - $96K/yr

... cost basis of estimates in response to customer RFQ's. This will require close working relationships with operations, engineering, supply chain, IT, accounting, pricing, and senior management.

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Cost Basis information

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$107K

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How much do cost basis jobs pay per year?

As of Aug 18, 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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Cities with the most Cost Basis job openings:

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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, 76% Full Time, 20% Part Time, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $107,007 per year, or $51.4 per hour.

Financial Processor

RandstadCorporateServicesTUX

Scottsdale, AZ • Remote

$23.19/hr

Part-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

job summary:

Financial Processor/Cost Basis Specialist

Work Arrangement: Fully Remote (MUST be local to Scottsdale, AZ or Valley Forge, PA)

Position Summary

Leverages advanced cost basis acumen and industry experience to provide superior client service on high-complexity accounts. This role requires independent research, analysis, and recommendations on processing strategies using various systems and technical procedures. The candidate will also provide guidance, research assistance, and training to Cost Basis associates while supporting statement audits, correspondence creation, report analysis, and department initiatives.

Duties & Responsibilities

  • Complex Request Review: Reviews high-complexity client requests for accuracy, good order, and adherence to regulatory guidelines. Interacts with other internal divisions to complete client requests accurately and on time.
  • Cost Basis Calculations: Calculates and maintains cost basis information for client holdings using proprietary software, adhering strictly to IRS regulations, legal requirements, and department procedures.
  • Historical Data Analysis: Analyzes historical records from clients and external investment firms to reconstruct and verify cost basis accuracy.
  • Corporate Actions & System Audits: Assesses corporate actions to determine cost basis implications. Validates systematically generated output, adjusts disparities, and ensures data accuracy across client-facing resources.
  • Team Support: Provides ongoing research assistance, mentorship, and training to Cost Basis associates, while assisting with department audits and strategic initiatives.
Qualifications
  • Education & Experience:
    • Undergraduate degree or equivalent combination of training and experience preferred.
    • Accounting or finance background preferred.
    • Experience in the brokerage industry preferred.
  • Technical Skills:
    • Strong computer proficiency required.
    • Demonstrated ability to learn and navigate proprietary software programs.
  • Professional & Interpersonal Skills:
    • Excellent time management, problem-resolution, research, and communication skills.
    • Strong interpersonal skills with the ability to function effectively in a team-oriented environment.
    • Adaptable, quick learner capable of prioritizing multiple tasks in a fast-paced setting.
    • Positive attitude with a willingness to collaborate and give/receive constructive feedback.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days.

 
 
location: Scottsdale, AZ
job type: Permanent
salary: 23.19 - 23.19 USD per hour


Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.

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