... cost basis methodologies and tax lot accounting. * Bachelor's degree in Computer Science or the equivalent combination of education and experience is required. * Proven analytical and ...
... cost basis methodologies and tax lot accounting. * Bachelor's degree in Computer Science or the equivalent combination of education and experience is required. * Proven analytical and ...
Proposal Analyst, Lead- Onsite Position We have a rewarding opportunity for a Proposal Analyst ... Capture engineering Basis of Estimates (BOE) * Product cost capture from actuals and/or Product ...
Proposal Analyst, Lead- Onsite Position We have a rewarding opportunity for a Proposal Analyst ... Capture engineering Basis of Estimates (BOE) * Product cost capture from actuals and/or Product ...
Proposal Analyst, Lead- Onsite Position We have a rewarding opportunity for a Proposal Analyst ... Capture engineering Basis of Estimates (BOE) * Product cost capture from actuals and/or Product ...
Proposal Analyst, Lead- Onsite Position We have a rewarding opportunity for a Proposal Analyst ... Capture engineering Basis of Estimates (BOE) * Product cost capture from actuals and/or Product ...
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.
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.
Cost Analyst
$110K - $125K/yr
... Cost Estimate, and Government Basis of Estimate (BOE), for government Shoulder-to-Shoulder ... Analyze Program Contractor cost estimates to ensure consistency with Government cost estimating ...
Cost Analyst
$110K - $125K/yr
... Cost Estimate, and Government Basis of Estimate (BOE), for government Shoulder-to-Shoulder ... Analyze Program Contractor cost estimates to ensure consistency with Government cost estimating ...
Cost Analyst
Tempe, AZ · Hybrid
$94K - $119K/yr
Entering expense data, performing analysis, creating reports and performing reconciliation using ... basis. Developing and governing cost allocation processes for Budget, Forecast and Actuals.
Cost Analyst
Tempe, AZ · Hybrid
$94K - $119K/yr
Entering expense data, performing analysis, creating reports and performing reconciliation using ... basis. Developing and governing cost allocation processes for Budget, Forecast and Actuals.
Cost Analyst
South Plainfield, NJ · On-site
Cost Analyst Location: New Jersey, Newark Hybrid - Up to 3 days in the office CARIAN is a forward ... status as a veteran, and basis of disability or any other federal, state, or local legally ...
Cost Analyst
South Plainfield, NJ · On-site
Cost Analyst Location: New Jersey, Newark Hybrid - Up to 3 days in the office CARIAN is a forward ... status as a veteran, and basis of disability or any other federal, state, or local legally ...
... Cost Estimate, and Government Basis of Estimate (BOE), for government Shoulder-to-Shoulder ... Analyze Program Contractor cost estimates to ensure consistency with Government cost estimating ...
... Cost Estimate, and Government Basis of Estimate (BOE), for government Shoulder-to-Shoulder ... Analyze Program Contractor cost estimates to ensure consistency with Government cost estimating ...
... cost basis methodologies and tax lot accounting. * Bachelor's degree in Computer Science or the equivalent combination of education and experience is required. * Proven analytical and ...
... cost basis methodologies and tax lot accounting. * Bachelor's degree in Computer Science or the equivalent combination of education and experience is required. * Proven analytical and ...
... Cost Estimate, and Government Basis of Estimate (BOE), for government Shoulder-to-Shoulder ... Analyze Program Contractor cost estimates to ensure consistency with Government cost estimating ...
... Cost Estimate, and Government Basis of Estimate (BOE), for government Shoulder-to-Shoulder ... Analyze Program Contractor cost estimates to ensure consistency with Government cost estimating ...
Cost Analyst
San Jose, CA · On-site
$83K - $115K/yr
... cost accounting processes, analyzing financial data, and providing insights to optimize costs. Job ... Reasonable accommodations will be determined on a case-by-case basis. Information collected and ...
Cost Analyst
San Jose, CA · On-site
$83K - $115K/yr
... cost accounting processes, analyzing financial data, and providing insights to optimize costs. Job ... Reasonable accommodations will be determined on a case-by-case basis. Information collected and ...
As a Cost Analyst, you will provide critical cost analysis and budget execution support to Army ... basis of sex, race, color, age, national origin, religion, disability, marital status, sexual ...
As a Cost Analyst, you will provide critical cost analysis and budget execution support to Army ... basis of sex, race, color, age, national origin, religion, disability, marital status, sexual ...
Cost Analyst
San Jose, CA · On-site
$83K - $115K/yr
... cost accounting processes, analyzing financial data, and providing insights to optimize costs. Job ... Reasonable accommodations will be determined on a case-by-case basis.
Cost Analyst
San Jose, CA · On-site
$83K - $115K/yr
... cost accounting processes, analyzing financial data, and providing insights to optimize costs. Job ... Reasonable accommodations will be determined on a case-by-case basis.
Cost Analyst
Arlington, VA · On-site
$62K - $141K/yr
Cost Analyst The Opportunity: As a cost analyst, you're passionate about uncovering the story ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
Arlington, VA · On-site
$62K - $141K/yr
Cost Analyst The Opportunity: As a cost analyst, you're passionate about uncovering the story ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
Washington, DC · On-site
$62K - $141K/yr
Cost Analyst The Opportunity: As a cost analyst, you're passionate about uncovering the story ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
Washington, DC · On-site
$62K - $141K/yr
Cost Analyst The Opportunity: As a cost analyst, you're passionate about uncovering the story ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
Arlington, VA · On-site
$62K - $141K/yr
Cost Analyst The Opportunity: As a cost analyst, you're passionate about uncovering the story ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
Arlington, VA · On-site
$62K - $141K/yr
Cost Analyst The Opportunity: As a cost analyst, you're passionate about uncovering the story ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
San Diego, CA · On-site
$61K - $141K/yr
Cost Analyst The Opportunity : Do you want to use your financial, analytical, and statistical ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
San Diego, CA · On-site
$61K - $141K/yr
Cost Analyst The Opportunity : Do you want to use your financial, analytical, and statistical ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
San Diego, CA · On-site
$61K - $141K/yr
Cost Analyst The Opportunity: Do you want to use your financial, analytical, and statistical skills ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
San Diego, CA · On-site
$61K - $141K/yr
Cost Analyst The Opportunity: Do you want to use your financial, analytical, and statistical skills ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
Charlotte, NC · On-site
The Cost Analyst develops and maintains cost reporting on multiple projects simultaneously ... Advises PM's on a routine basis related to project specific cash flow performance. * Assists ...
Cost Analyst
Charlotte, NC · On-site
The Cost Analyst develops and maintains cost reporting on multiple projects simultaneously ... Advises PM's on a routine basis related to project specific cash flow performance. * Assists ...
Cost Analyst
Arlington, VA · On-site
$62K - $141K/yr
As a cost analyst, you're passionate about uncovering the story behind the numbers through diving ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Analyst
Arlington, VA · On-site
$62K - $141K/yr
As a cost analyst, you're passionate about uncovering the story behind the numbers through diving ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Cost Basis Analyst information
See salary details
$37K - $45.2K
5% of jobs
$45.2K - $53.5K
4% of jobs
$53.5K - $61.7K
9% of jobs
$68.4K is the 25th percentile. Wages below this are outliers.
$61.7K - $69.9K
9% of jobs
$69.9K - $78.1K
10% of jobs
The median wage is $82.8K / yr.
$78.1K - $86.4K
24% of jobs
$86.4K - $94.6K
10% of jobs
$98.3K is the 75th percentile. Wages above this are outliers.
$94.6K - $102.8K
11% of jobs
$102.8K - $111K
7% of jobs
$111K - $119.3K
5% of jobs
$119.3K - $127.5K
6% of jobs
$37K
$86.3K
$127.5K
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.
More about Cost Basis Analyst jobs
What cities are hiring for Cost Basis Analyst jobs? Cities with the most Cost Basis Analyst job openings:
What states have the most Cost Basis Analyst jobs? States with the most job openings for Cost Basis Analyst jobs include:
What job categories do people searching Cost Basis Analyst jobs look for? The top searched job categories for Cost Basis Analyst jobs are:
Full-time
PTO
Re-posted 16 days ago
Job description
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Overview of the Senior Specialist, Software Engineering:
The Senior Specialist, Software Engineering leads technical delivery of cost basis management solutions within a fast-paced Fintech environment. Operating as both a hands-on individual contributor and informal team lead, drives architecture decisions, mentors peers and partners with cross-functional teams to build reliable, scalable platform capabilities. They bring deep domain expertise, a cloud-native mindset and a passion for AI-augmented engineering.
Duties and Responsibilities of the Senior Specialist, Software Engineering:
- Identify and resolve complex operational, regulatory, and organizational challenges by leveraging deep cost basis domain expertise and hands-on engineering skills.
- Design, develop, and implement methodologies, protocols, and processes that enhance platform reliability and improve client experience.
- Build and maintain CI/CD pipelines using modern DevOps tooling (Git CI/CD pipeline, Jenkins) to ensure fast, reliable automated builds, testing, and deployments.
- Operationalize cost basis strategies through clean, maintainable code and well-documented engineering standards shared across the team.
- Coordinate with engineering peers, product managers, and operations to ensure timely and accurate delivery of cost basis calculation and tax reporting features.
- Ensure all activities comply with applicable regulatory standards; proactively contribute to technical frameworks that support ongoing compliance.
- Provide technical mentorship and code review guidance to junior and mid-level engineers; deliver actionable, growth-oriented feedback.
- Resolve complex cost basis calculation challenges, including corporate action adjustments, transfer‑in basis reconciliation, and multi‑lot accounting edge cases.
- Contribute to long-term technical roadmap planning, capability development, and engineering best practices.
- Collaborate cross‑functionally with product, operations, and engineering teams to ensure alignment and effective delivery.
- Integrate AI/ML capabilities (e.g., anomaly detection, intelligent reconciliation, LLM-assisted workflows) to improve platform automation and reduce manual intervention in tax operations.
Skills and Experience of the Senior Specialist, Software Engineering:
- 10+ years of relevant experience, including at least 3-5 years in cost basis, tax operations within a financial services or Fintech organization.
- Strong domain knowledge of cost basis methodologies and tax lot accounting.
- Bachelor's degree in Computer Science or the equivalent combination of education and experience is required.
- Proven analytical and problem‑solving abilities with a track record of resolving complex operational and system‑level issues.
- Hands-on experience leading and coordinating cross-functional technical initiatives involving engineering, operations, and compliance.
- Cloud expertise: proficiency in at least one major cloud platform (AWS, OCI, Azure, or GCP), including infrastructure-as-code, cloud-native services, and cost-efficient architecture patterns.
- AI/ML integration: experience leveraging AI tools, LLM APIs, or ML pipelines to augment engineering workflows, automate operations, or enhance platform intelligence.
- CI/CD proficiency: experience designing and maintaining automated pipelines (build, test, deploy) with modern DevOps tooling and GitOps practices.
- Expert-level proficiency in Oracle databases, including advanced PL/SQL development for complex queries, stored procedures, and performance optimization.
- Hands-on experience with Unix/Linux shell scripting to automate operational tasks, data processing workflows, and system maintenance.
- Strong Java development skills, with the ability to design, develop, and troubleshoot distributed backend services and integrations.
- Proficient in Git for version control, including branching strategies, pull request workflows, and code review best practices.
- Strong communication skills with the ability to present complex technical or regulatory concepts clearly to non-technical stakeholders.
- Background in driving operational execution, meeting daily and short‑term objectives while supporting long‑term departmental goals.
Compensation:
- We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $150,000 plus bonus opportunities and other incentives.
About BetaNXT
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2022