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Cost Basis Associate Jobs (NOW HIRING)

Apex Fintech Solutions LLC

$66K - $82K/yr

Utilize advanced SQL and Claude AI skills to support the Tax & Cost Basis Operation teams ... Experience with APIs and Claude AI is a plus. #operations #associate #full-time #LI-MJ1 #APEX ...

JPMorgan Chase & Co.

WI · On-site

$79K - $98K/yr

As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting ... Execute standardized workflows for cost basis processing and related reconciliations * Perform ...

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JPMorgan Chase & Co

Client Tax Senior Associate

Newark, DE · On-site

$80K - $99K/yr

As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting ... Execute standardized workflows for cost basis processing and related reconciliations * Perform ...

JP Morgan Chase

Client Tax Senior Associate

Newark, DE · On-site

$80K - $99K/yr

As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting ... Execute standardized workflows for cost basis processing and related reconciliations * Perform ...

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How much do cost basis associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for cost basis associate in the United States is $45,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What is a cost basis associate?

Cost Basis Associates are finance professionals who specialize in tracking, calculating, and reporting the cost basis of securities and investments. Cost basis refers to the original value of an asset for tax purposes, which is used to determine capital gains or losses when the asset is sold. These associates ensure accurate record-keeping, assist with tax reporting, and help clients comply with IRS regulations. They often work within financial institutions, brokerage firms, or accounting departments, and are knowledgeable about tax laws and financial systems.

What are the typical daily responsibilities of a cost basis associate, and how do they collaborate with other departments?

As a Cost Basis Associate, your daily responsibilities often include reviewing and reconciling cost basis data for client accounts, processing corporate actions, and ensuring compliance with IRS regulations regarding cost reporting. You'll frequently interact with operations, tax, and client service teams to resolve discrepancies and answer client inquiries. Collaboration is key, as you'll work closely with internal stakeholders to ensure accurate and timely reporting, which helps clients with tax filing and investment decisions. This role provides a strong foundation in financial operations and offers opportunities to advance into senior analyst or supervisory positions within investment management firms.

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

To thrive as a Cost Basis Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial securities and tax regulations, often supported by a degree in finance, accounting, or a related field. Familiarity with cost basis reporting software, brokerage account systems, and IRS tax forms like 1099-B is typically required. Excellent communication, problem-solving abilities, and organizational skills help you manage complex client inquiries and ensure data accuracy. These skills are crucial for maintaining regulatory compliance and providing accurate cost basis information to clients and tax authorities.

What is the difference between Cost Basis Associate vs Equity Compensation Analyst?

AspectCost Basis AssociateEquity Compensation Analyst
CredentialsTypically requires finance or accounting background, certifications like CPA or CFA are a plusRequires finance, accounting, or HR background; certifications like CFA or CEPI may be relevant
Work EnvironmentFinancial institutions, brokerage firms, or asset management companiesCorporate HR departments, financial services firms, or equity plan providers
Industry UsageCommonly used in investment and brokerage sectorsUsed in companies offering employee stock options and equity plans
Job FocusCalculating and managing cost basis for securities, ensuring complianceManaging employee equity plans, analyzing stock compensation data

The main difference is that a Cost Basis Associate focuses on securities' cost basis calculations within investment firms, while an Equity Compensation Analyst specializes in managing and analyzing employee stock and equity plans. Both roles require finance or accounting knowledge but serve different functions within the financial and corporate sectors.

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Cost Basis Associate jobs near you
Infographic showing various Cost Basis Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,046 per year, or $21.7 per hour.

Contractor - Cost Basis Associate

Malvern, PA

RandstadCorporateServicesTUX
See more jobs at RandstadCorporateServicesTUXexternal

$23.19/hr

Part-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 days ago

Job description

job summary:

Candidates MUST be local to Scottsdale, AZ or Valley Forge, PA - Role will be 100% Remote

 Job Description Summary

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. Independently researches, provides analysis and recommendations on

processing strategies with utilization of various systems, procedures and tactical techniques.

Provides guidance, research assistance and training to Cost Basis associates. Provides

assistance with statements audits, correspondence creation, analysis of reports and unit

initiatives.

 Job Description

Duties & Responsibilities

1. Reviews Client requests for accuracy, good order and adherence to Regulatory guidelines

for items of the highest complexity. Interacts with other areas of the division, as needed, to

complete the client request timely and accurately.

2. Calculates and maintains cost basis information for client holdings using proprietary

software programs in accordance with Internal Revenue Service regulations and established

Vanguard legal requirements and department procedures.

3. Analyzes historical records and information provided by clients and other investment firms

in order to reconstruct and/or verify the accuracy of cost basis information.

4. Assesses corporate actions and determines the resulting cost basis implications. Validates

systematically generated output to ensure accuracy and makes adjustments when disparities

occur. Validates that cost basis data is maintained accurately in client facing resources and

materials.

Qualifications

 Undergraduate degree or equivalent combination of training and experience

preferred.

 Accounting/finance background, brokerage industry experience preferred.

 Brokerage product expertise preferred. Upskilling will be required in the

reconciliation of Corporate Actions, Options, Margin accounting, Fixed

Income, Convertible Securities, and other specialized brokerage

products.

 Ability to function as part of a team, learn quickly and adapt in a dynamic

environment.

 Strong interpersonal skills.

 Excellent time management, problem resolution, research and communication skills.

 Computer proficiency required, ability to learn and utilize proprietary software

programs preferred.

 Outstanding positive attitude with ability and willingness to effectively work within a

team environment and give/receive constructive feedback.

 Ability to prioritize and handle multiple tasks in a rapidly changing environment.

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: Malvern, PA
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.
Any consideration of a background check would be an individualized assessment based on the applicant or employee's specific record and the duties and requirements of the specific job.

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