ZipRecruiter

Log In

1

Cost Basis Associate Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsCost Basis Associate Jobs

Cost Basis Associate information

See salary details

$22K

$45K

$65K

How much do cost basis associate jobs pay per year?

As of Aug 5, 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 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.

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.
More about Cost Basis Associate jobs
What cities are hiring for Cost Basis Associate jobs? Cities with the most Cost Basis Associate job openings:
What are the most commonly searched types of Cost Basis jobs? The most popular types of Cost Basis jobs are:
What states have the most Cost Basis Associate jobs? States with the most job openings for Cost Basis Associate jobs include:
What job categories do people searching Cost Basis Associate jobs look for? The top searched job categories for Cost Basis Associate jobs are:
Cost Basis Associate jobs near you
Infographic showing various Cost Basis Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,046 per year, or $21.7 per hour.

Operations Associate - Cost Basis

Stifel

Saint Louis, MO

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

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, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


The Operations Associate is responsible for aiding in driving departmental results for the Operations Tax Lot Accounting department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.


  • Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines.
  • Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff.
  • Identify potential problems or issues and escalate to department leadership if necessary.
  • Develop effective communication skills within the department.
  • Provide timely updates on progression of job responsibilities to leadership.
  • Demonstrate the ability to work collaboratively within a team.
  • Reconciles data from systems or from account statements.
  • Assists with review of accounts held on various systems.

  • Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department.
  • Strong attention to detail skills to minimize risk to the firm.
  • Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines.
  • Able to handle large workloads that vary based on heavy volume periods.
  • Ability to work autonomously throughout the day based on performance criteria provided by leadership.

  • Minimum Required: Bachelor's Degree or equivalent experience.
  • Minimum Required: 0-2 years' professional business related experience.

  • Proficient in Outlook and Microsoft Office products.  #LI-AS1

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

What Stifel employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply