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Cost Basis Associate Jobs in Alabama (NOW HIRING)

Blue Origin, LLC

Associate - Technician

Huntsville, AL · On-site

Applications will be accepted on an ongoing basis until the requisition is closed. At Blue Origin ... We're working to develop reusable, safe, and low-cost space vehicles and systems within a culture ...

Blue Origin

Associate - Technician

Huntsville, AL

Applications will be accepted on an ongoing basis until the requisition is closed. At Blue Origin ... We're working to develop reusable, safe, and low-cost space vehicles and systems within a culture ...

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

MDW Associates is currently seeking a Junior Financial Analyst to provide support to the Missile ... Cost Estimating * Budget Programming and Justification * Budget Execution * Acquisition Management

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

MDW Associates is currently seeking a Junior Financial Analyst to provide support to the Missile ... Cost Estimating * Budget Programming and Justification * Budget Execution * Acquisition Management

Carvana

Logistics Associate

Bessemer, AL · On-site

$15 - $17/hr

Dental & vision insurance available at a low cost * 401K with company match * 104 hours of PTO in ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

Carvana

Logistics Associate

Bessemer, AL

$15 - $17/hr

Dental & vision insurance available at a low cost * 401K with company match * 104 hours of PTO in ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

Carvana

Logistics Associate

Bessemer, AL · On-site

$15 - $17/hr

Dental & vision insurance available at a low cost * 401K with company match * 104 hours of PTO in ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

Carvana

Logistics Associate

Bessemer, AL · On-site

$15 - $17/hr

Dental & vision insurance available at a low cost * 401K with company match * 104 hours of PTO in ... other basis protected by applicable law. Carvana also prohibits harassment of applicants or ...

AEVEX

Pricing Manager

Huntsville, AL · On-site

$141K - $165K/yr

The Pricing Manager conducts pricing and cost analyses, evaluates pricing models and methodologies ... Regular and reliable attendance on a full time basis [or in accordance with posted schedule]

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Cost Basis Associate information

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.

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 job categories do people searching Cost Basis Associate jobs in Alabama look for?

The top searched job categories for Cost Basis Associate jobs in Alabama are:

What cities in Alabama are hiring for Cost Basis Associate jobs?

Cities in Alabama with the most Cost Basis Associate job openings:

Cost Basis Associate jobs near you

Intermediate Budget Analyst

MDW Associates

Huntsville, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

MDW Associates is seeking an Intermediate Budget Analyst to join our team in support of the Office of the Chief Financial Officer and the Science and Technology Office at NASA's Marshall Space Flight Center in Huntsville, Alabama. This is an exciting opportunity to contribute directly to groundbreaking research, technology development, and mission-critical programs that help shape the future of space exploration. The selected candidate will serve as a trusted financial advisor, partnering with scientists, engineers, Principal Investigators, and NASA leadership to support strategic planning, budget execution, and resource management.
This position is located on-site and requires regular in-person collaboration with NASA customers and project teams.
The Intermediate Budget Analyst may perform a combination of some or all of the following duties:
  • Partnering with Principal Investigators, branch leadership, and multidisciplinary project teams to support financial planning and budget execution.
  • Analyzing budget and workforce data to identify trends, risks, opportunities, and actionable recommendations for leadership.
  • Developing and maintaining project budgets, spending plans, phasing plans, and budget submissions.
  • Monitoring project funding and expenditures while providing strategic recommendations to optimize resources and improve execution.
  • Preparing financial reports, presentations, and detailed variance analyses for management review.
  • Supporting Planning, Programming, Budgeting, and Execution (PPBE) activities and related budget formulation efforts.
  • Utilizing Power BI and other data analytics tools to create meaningful insights and support data-driven decision making.
  • Assisting with cost proposal development and financial planning activities for research and technology initiatives.
  • Collaborating with NASA Headquarters resource and financial personnel to resolve issues, interpret guidance, and provide required budget information.
  • Identifying opportunities to streamline processes, improve reporting, and enhance financial management practices.

Required Experience/Skills:
  • Minimum of six (6) years of relevant experience
  • Must possess strong analytical skills to accurately analyze financial data using advanced tools and processes
  • Proficient MS Office Applications including advanced knowledge of Excel and PowerPoint
  • Knowledge of and experience with Power BI
  • A knowledge & understanding of automated financial systems and budgetary report generation
  • Must possess excellent written and verbal communication skills (as demonstrated through past performance in preparing financial reports and documents)
  • Trustworthy and maintains confidentiality

Preferred Experience/Skills:
  • SAP and Business Objects (BOBJ) or other accounting systems
  • Experience developing cost proposal for Principal Investigators
  • Government Financial Processes

Education Requirement(s):
  • Candidates for this position must possess a BA/BS degree.

Clearance Requirement(s):
  • Public Trust - Candidates for this position must be submitted for a background investigation in order to satisfy government requirements.

Company Description
Incorporated in 2012, MDW is a small business headquartered in McClean, VA with employees in various locations in the United States. 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, sexual orientation, gender identity, 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 information will be kept confidential according to EEO guidelines.

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