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Cost Basis Analyst Jobs (NOW HIRING)

Stellant Systems

Senior Cost Analyst

Williamsport, PA · On-site

$75K - $96K/yr

Senior Cost Analyst Job Location: Williamsport, PA Stellant is looking for a full-time Senior Cost ... cost basis of estimates in response to customer RFQ's. This will require close working ...

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 ...

Stellant Systems

Senior Cost Analyst

Williamsport, PA

$75K - $96K/yr

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

Robinhood

Senior Tax Operations Analyst

Menlo Park, CA · On-site

... cost basis. You will also help our Customer Experience and Account Operations teams handle tax ... Strong analytical and communication skills Bonus points: * Financial Services, Fintech, and/or ...

Wolters Kluwer

Business Analyst

Waltham, MA · On-site

The Business Analyst works closely with Product Management, Development, Quality Assurance ... Working knowledge of cost basis reporting, tax-lot accounting, and IRS cost basis regulations.

Wolters Kluwer

Business Analyst

Waltham, MA · On-site

The Business Analyst works closely with Product Management, Development, Quality Assurance ... Working knowledge of cost basis reporting, tax-lot accounting, and IRS cost basis regulations.

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Cost Basis Analyst information

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$86.3K

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How much do cost basis analyst jobs pay per year?

As of Aug 6, 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.

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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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $86,312 per year, or $41.5 per hour.

Cost Basis/Tax Reporting- Business Analyst

Financial Industry Technical Services Inc.

Denville, NJ • Remote

$35 - $50/hr

Full-time

Posted 8 days ago

Job description

FITS Consulting is seeking skilled Business Analysts with a strong background in the brokerage and investment industry. The ideal candidate will have proven experience supporting Tax Operations and Reporting systems, including expertise in Cost Basis calculations.

This role offers the opportunity to contribute to impactful projects while working within a collaborative and professional environment. At FITS Consulting, we are committed to fostering growth and excellence, and we welcome professionals who are ready to advance their careers with us.

Responsibilities

  • Work with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet departmental requirements.
  • Perform gap analysis to determine current/future state and process flows.
  • Author and document business requirements (BRD).
  • Define, document, and validate data mapping requirements to ensure accurate data transformation and integration across systems.
  • Establish and maintain communication with client business and technical groups regarding progress of conversion/implementation.
  • Participate Mock and Parallel conversion testing activities.
  • Ensure the testing and training process are running smoothly.

Qualifications

  • 5+ years of brokerage/wealth management industry experience.
  • 4+ years experience supporting cost basis systems and processing for customer tax statements, (Maxit, Wolters Kluer Gainskeeper, Apex Silver, FIS Tax Reporting Suite).
  • 3+ years experience utilizing one or more of the following brokerage systems: (BetaNXT, FIS Phase 3, Scivantage Maxit)
  • Prior experience on large scale wealth management system implementations.
  • Successful track record for completing projects tasks under tight deadlines.
  • Extensive client facing and problem-solving experience.
  • Excellent communication skills and strong documentation and presentation experience.
  • Traditional Business Analyst experience including (documenting current and future state, cross functional flows, developing/modifying business requirement documents, user acceptance testing).
  • Proficient in all Microsoft applications, especially Excel and SQL.
  • Experience in Agile teams.




FITS Consulting is an Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.