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Cost Basis Associate Jobs in Alabama (NOW HIRING)

Sales Associate - Part-Time

Leeds, AL · On-site

$12.75 - $17.25/hr

Your Wellbeing is Our Priority At PVH, we offer competitive, cost-effective, and comprehensive ... Applications will be accepted on a rolling basis until the position is filled. About PVH: We are ...

Sales Associate - Part-Time

Leeds, AL · On-site

$12.75 - $17.25/hr

Your Wellbeing is Our Priority At PVH, we offer competitive, cost-effective, and comprehensive ... Applications will be accepted on a rolling basis until the position is filled. About PVH: We are ...

Fully manage facilities to meet or exceed targets in production, cost, and quality when the General ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

Fully manage facilities to meet or exceed targets in production, cost, and quality when the General ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

Fully manage facilities to meet or exceed targets in production, cost, and quality when the General ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

Fully manage facilities to meet or exceed targets in production, cost, and quality when the General ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

FINANCIAL ASSOCIATE

Birmingham, AL · On-site

$16.50 - $26.80/hr

... requested basis. May supervise departmental accounting operations and activities which could ... of cost accounting and budget systems • Knowledge of Microsoft Office Suite • Knowledge of ...

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Cost Basis Associate information

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.
What are the most commonly searched types of Cost Basis jobs in Alabama? The most popular types of Cost Basis jobs in Alabama are:
What are popular job titles related to Cost Basis Associate jobs in Alabama? For Cost Basis Associate jobs in Alabama, the most frequently searched job titles are:
What cities in Alabama are hiring for Cost Basis Associate jobs? Cities in Alabama with the most Cost Basis Associate job openings:

Cost Estimating Engineer/Mathematician

MDW Associates

Huntsville, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago


Job description

MDW is seeking a highly qualified Cost Estimating Engineer/Mathematician to support the Missile Defense Agency (MDA) as an entry level cost estimating analyst.
This candidate will be a full-time engineer or mathematician performing Cost Estimating Analysis supporting the development, fielding, and integration of the Terminal High Altitude Area Defense (THAAD) program element of the Missile Defense Agency's (MDA) Missile Defense System (MDS). Cost Estimating support includes development and maintenance of Life Cycle Cost Estimates and models for Defense Acquisition programs, analysis and reporting of cost data, and conducting excursions.
This is a hybrid position with work based in Huntsville, Alabama. Candidates must be within a two-hour commuting distance or be willing to relocate.
The Engineer/Mathematician may perform a combination of some or all of the following duties:
  • Develop, present, and defend mathematical cost estimates, cost estimating relationships, and cost models.
  • Develop cost estimating relationships using applied mathematics, probability, statistics, regression analysis, linear algebra, learning curves, and data collection.
  • Use Data Analytics to obtain and analyze essential cost data from contractors' DD Form 1921s and Cost Performance Reports/Integrated Program Management Reports (CPR/IPMR) for the purpose of establishing a credible cost database.
  • Participate in Business Case Analysis (BCA), Analysis of Alternatives (AOA), and risk analysis to develop multiple outputs using input variables by conducting what-if drills, sensitivity analysis, monte-carlo simulations, and other cost-related studies.
  • Review Cost Analysis Requirements Descriptions (CARDs).
  • Collect and manage cost data, technical baseline data, and cost research/analysis.

Required Experience:
  • No prior experience required but must have a math-based bachelor's degree.
  • Excellent oral and written communication skills.
  • Exceptionally strong analytical skills and detail oriented.

Desired Experience Requirements:
  • Must be a self-starter.
  • Strong knowledge of MS Office with a focus on Excel.
  • Membership and certification in International Cost Estimating and Analysis Association (ICEAA).

Education Requirements:
  • Bachelor's Degree in Mathematics, Engineering, Operations Research, Economics, Statistics, Business Analytics, or related field.

Security Requirements:
  • Candidates for this position must be able eligible to obtain and maintain a DoW Secret Security Clearance.

Company Description
Incorporated in 2012, MDW is a small business headquartered in McLean, VA with offices in Huntsville, AL. We provide Federal government clients with consulting, management services, advisory and assistance services, decision support, strategic planning, process planning and improvement, task execution and metrics analysis. Our mission is to make our clients more successful by providing honest assessments, exceptional analysis, prudent advice, direct communication, and hard work.
Our core capabilities include:
  • Strategic Planning
  • Cost Estimating
  • Budget Programming and Justification
  • Budget Execution
  • Acquisition Management
  • Financial Systems Support & Integration

MDW Associates, LLC ("MDW") is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, religion, color, sex, national origin, age, marital status, covered veteran status, mental or physical disability, pregnancy or any other unlawful basis unrelated to the ability to do the job. MDW seeks to employ talented, ethical, and entrepreneurial-minded persons. Our applicants and employees are protected from discrimination as required by Federal law.
Additional Information
We offer a competitive and comprehensive benefits and compensation package for our employees, including but not limited to:
  • Health
  • Dental
  • Vision
  • Group Life Insurance/Long Term Disability/Short Term Disability
  • Retirement/401(k)
  • Flexible Leave Policy

All your information will be kept confidential according to EEO guidelines.