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Cost Basis Associate Jobs (NOW HIRING)

Adecco

Financial Analyst

Jacksonville, FL

$25/hr

Additionally, the associate will research and resolve transactional breaks that result in inaccurate cost basis that requires manual update. * A successful candidate will have some experience working ...

1 point system

SAP Basis Administrator

New York, NY · Remote

... with cloud cost optimization and scaling strategies for SAP systems. o Knowledge of DevOps ... Associate's degree in Computer Science, Information Technology, or similar area of study required ...

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Cost Basis Associate information

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$22K

$45K

$65K

How much do cost basis associate jobs pay per year?

As of Aug 25, 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 August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% 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.

Financial Processor

RandstadCorporateServicesTUX

Scottsdale, AZ • Remote

$23.19/hr

Part-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

job summary:

Financial Processor/Cost Basis Specialist

Work Arrangement: Fully Remote (MUST be local to Scottsdale, AZ or Valley Forge, PA)

Position Summary

Leverages advanced cost basis acumen and industry experience to provide superior client service on high-complexity accounts. This role requires independent research, analysis, and recommendations on processing strategies using various systems and technical procedures. The candidate will also provide guidance, research assistance, and training to Cost Basis associates while supporting statement audits, correspondence creation, report analysis, and department initiatives.

Duties & Responsibilities

  • Complex Request Review: Reviews high-complexity client requests for accuracy, good order, and adherence to regulatory guidelines. Interacts with other internal divisions to complete client requests accurately and on time.
  • Cost Basis Calculations: Calculates and maintains cost basis information for client holdings using proprietary software, adhering strictly to IRS regulations, legal requirements, and department procedures.
  • Historical Data Analysis: Analyzes historical records from clients and external investment firms to reconstruct and verify cost basis accuracy.
  • Corporate Actions & System Audits: Assesses corporate actions to determine cost basis implications. Validates systematically generated output, adjusts disparities, and ensures data accuracy across client-facing resources.
  • Team Support: Provides ongoing research assistance, mentorship, and training to Cost Basis associates, while assisting with department audits and strategic initiatives.
Qualifications
  • Education & Experience:
    • Undergraduate degree or equivalent combination of training and experience preferred.
    • Accounting or finance background preferred.
    • Experience in the brokerage industry preferred.
  • Technical Skills:
    • Strong computer proficiency required.
    • Demonstrated ability to learn and navigate proprietary software programs.
  • Professional & Interpersonal Skills:
    • Excellent time management, problem-resolution, research, and communication skills.
    • Strong interpersonal skills with the ability to function effectively in a team-oriented environment.
    • Adaptable, quick learner capable of prioritizing multiple tasks in a fast-paced setting.
    • Positive attitude with a willingness to collaborate and give/receive constructive feedback.

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: Scottsdale, AZ
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.

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