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Cost Basis Analyst Jobs (NOW HIRING)

LPL Financial

Analyst, Ops Tax & Cost Basis

Tempe, AZ · Remote

$25.75 - $42.88/hr

The Cost Basis and Tax Analyst will conduct routine analysis and tests of various components of a quality control program comprised of data analysis, systems evaluation, and quality technology. This ...

LPL Financial

Analyst, Ops Tax & Cost Basis

Tempe, AZ · On-site

$25.75 - $42.88/hr

The Cost Basis and Tax Analyst will conduct routine analysis and tests of various components of a quality control program comprised of data analysis, systems evaluation, and quality technology. This ...

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 ...

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 ... Analyze cost transactions and product costs via project cost ledger actuals for direct labor ...

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$86.3K

$127.5K

How much do cost basis analyst jobs pay per year?

As of Aug 27, 2026, the average yearly pay for cost basis analyst in the United States is $86,312.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,500.00 and $100,500.00 per year, depending on experience, location, and employer.

What is a cost basis analyst?

A Cost Basis Analyst is responsible for tracking and calculating the cost basis of securities and investments for tax reporting and compliance. They ensure accurate reporting of capital gains and losses by analyzing transaction records, corporate actions, and market data. Their role involves working with financial statements, reconciling discrepancies, and adhering to IRS regulations. Cost Basis Analysts often collaborate with tax professionals, operations teams, and financial advisors to ensure compliance and accuracy in client or firm records.

What are the typical daily responsibilities of a cost basis analyst?

A Cost Basis Analyst typically reviews and reconciles financial transactions to determine correct cost basis for securities, ensuring compliance with tax regulations and internal policies. Daily tasks often include analyzing large datasets, correcting discrepancies, processing corporate actions, and collaborating with operations, accounting, and client service teams. You may also assist with client inquiries, prepare detailed reports, and support audit or regulatory processes. This role requires strong attention to detail, as accuracy is vital in maintaining clients' trust and regulatory adherence.

What are the key skills and qualifications needed to thrive as a cost basis analyst?

To thrive as a Cost Basis Analyst, you need strong analytical skills, attention to detail, and a background in finance or accounting, typically supported by a bachelor's degree in a related field. Familiarity with tax reporting software, financial data management systems, and knowledge of IRS cost basis regulations are highly valuable. Excellent problem-solving abilities, communication skills, and the capacity to work independently as well as collaboratively help set you apart in this role. These skills are critical for ensuring accurate reporting and compliance, which directly impact clients' financial records and the organization's risk management.

What degree do you need to be a cost basis analyst?

A cost basis analyst typically needs at least a bachelor's degree in finance, accounting, economics, or a related field. Strong analytical skills and knowledge of financial regulations and tools like Excel or specialized software are also important for the role.
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Cost Basis Analyst jobs near you
Infographic showing various Cost Basis Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $86,312 per year, or $41.5 per hour.

Cost Basis & Trading Solutions Analyst

Jobtailor

Manhattan, NY • On-site

$90 - $130/hr

Other

Posted 8 days ago

Job description

  • Resolve escalated, high-complexity cost basis issues involving multi-system discrepancies, ambiguous tax lot scenarios, and advanced corporate action impacts
  • Lead and execute audit reviews for accuracy, completeness, and regulatory standards
  • Own advanced UAT cycles and validate new platform functionality prior to release
  • Identify operational risks within the cost basis function and recommend strategic process improvements
  • Document advanced procedures and contribute to the refinement of departmental controls and internal standards
  • Serve as the subject-matter expert for internal partners including Product, IT, Operations, and leadership
  • Mentor and train Client Support Specialists — Cost Basis on advanced topics, complex case handling, and best practices
  • Partner with Product and IT teams on enhancement requests, defect documentation, and release validation
  • Coordinate with custodians on complex data issues requiring escalated resolution
  • Lead or contribute to documentation redesign and workflow optimization initiatives within the cost basis function
Requirements
  • Bachelor's degree in Finance, Accounting, Business Administration, Finance, or related field as preferred
  • Minimum of two (2) years of significant financial industry experience as required
  • Prior experience in cost basis, tax lot reconciliation, or accounting operations as preferred
  • Demonstrated expert-level knowledge may substitute for years of experience
  • Experience leading audit reviews or UAT cycles as preferred
  • Prior mentorship or training responsibilities as preferred
  • Familiarity with Orion platform and custodian coordination processes as preferred
  • Expert knowledge of cost basis methodology including all gain/loss methods (FIFO, LIFO, specific identification, average cost), tax lot management, and wash sale rules
  • Expert understanding of corporate actions and their cascading impact on tax lot accuracy and cost basis reporting
  • Ability to resolve high-complexity, multi-system cost basis discrepancies with sound analytical judgment
  • Deep understanding of IRS cost basis reporting requirements and financial industry regulatory standards
  • Ability to validate new platform functionality against cost basis rules and regulatory expectations during UAT cycles
  • Ability to own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization
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