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Cost Basis Associate Jobs in Alabama (NOW HIRING)

Blox

Director, Estimating & Preconstruction

Bessemer, AL · On-site

$115K - $152K/yr

... historical cost database and the estimating standards the organization prices from; holds final ... the basis of estimate produced in preconstruction. Where an Associate Director owns pricing ...

Blox

Director, Estimating & Preconstruction

Bessemer, AL · On-site

$115K - $152K/yr

... historical cost database and the estimating standards the organization prices from; holds final ... the basis of estimate produced in preconstruction. Where an Associate Director owns pricing ...

BLOX LLC

Director, Estimating & Preconstruction

Bessemer, AL · On-site

$115K - $152K/yr

... historical cost database and the estimating standards the organization prices from; holds final ... the basis of estimate produced in preconstruction. Where an Associate Director owns pricing ...

Brooksource

Associate Project Manager

Birmingham, AL · On-site

$50 - $65/hr

Lead project solution teams and coordinate with project Cost and Schedule Leads throughout the ... We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation ...

Blue Origin

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, 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 ...

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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 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

Senior Associate, Program Finance

Huntsville, AL

L3Harris Technologies
Aviation • 1 - 5K employees
Learn more about L3Harris Technologiesexternal

Full-time

Re-posted 7 days ago

Job description

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do.

L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security.

Job Title: Senior Associate, Program Finance

Job ID: 42883

Job Location: Huntsville, AL

Job Schedule: 9/80: Employees work 9 out of every 14 days- totaling 80 hours worked- and have every other Friday off

Job Description:

The Senior Associate, Program Finance contributes to costing the Bill of Materials (BOM) for the Pricing and Estimating organization in support of L3Harris Proposals and in compliance with estimating standards and L3Harris procedures. Assists with estimating and costing development and production type BOM's or may be individually responsible for BOMs of lower degrees of complexity and risk including utilizing appropriate methodology and rationale.

The successful individual will work under moderate supervision of the more senior estimating team members to determine approach to objectives, developing an understanding of and application of basic principles, concepts and practices of material estimating. May provide guidance to entry level estimators on the mechanics of work tasks and strategy.

Essential Functions:

  • Review and understand RFP requirements, proposal assumptions, and ground rules.
  • Coordinate with Engineering, Supply Chain, Manufacturing, Program Management, and IPTs to obtain and validate the latest BOM.
  • Identify proposal-specific material needs, including tooling, test units, spares, and other items not included in the baseline BOM.
  • Work with functional teams to determine attrition, scrap factors, inventory availability, material transfers, and historical pricing.
  • Support supplier quote activity to meet PBOM coverage requirements.
  • Evaluate estimates, quotes, and related data for accuracy and completeness; populate the PBOM and apply escalation and quantity factors.
  • Prepare PBOM addendums, schedules, and supporting cost documentation.
  • Serve as the focal point for material estimates, cost substantiation, PBOM development, and audit files.
  • Ensure compliance with FAR/TINA requirements, including basis of estimate, cost or pricing data disclosure, fact-finding, and negotiations support.
  • Maintain auditable proposal files and support Government audits.
  • Maintain estimating systems, procedures, data, and standards.
  • Support process improvement initiatives, systems and procedures audits, and alignment with customer, program, and company requirements.

Qualifications:

  • Bachelor's Degree and a minimum of 2 years of prior related finance experience. Graduate Degree or equivalent with 0 to 2 years of prior related finance experience. In lieu of a degree, there is a minimum of 6 years of prior related finance experience.

Preferred Additional Skills:

  • Experience with Microsoft Excel.
  • Familiarity with supply chain.
  • Microsoft Office suite products (Teams, OneNote, Word).
  • Experience with AI tools.
  • ProPricer experience.
  • Government compliance experience.

#LI-DM1

L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law.

Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information.

By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions.

L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.

Employment Type: Full-Time

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