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Cost Basis Associate Jobs in California (NOW HIRING)

Office Services Associate Pay: $20-$21 Shift: Monday to Friday, 8:00am to 5:00pm The Office ... a cost efficient manner. * Must be able to lift up to 50 lbs. on a regular basis. * High ...

Sales Associate - Part-Time

Gilroy, CA · On-site

$16.90 - $21.40/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

San Clemente, CA · On-site

$16.90 - $21.40/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

Carlsbad, CA · On-site

$16.90 - $21.40/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

Ontario, CA · On-site

$16.90 - $21.40/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 - Full-Time

Cabazon, CA · On-site

$16.90 - $21.40/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 ...

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 ...

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

San Clemente, CA · On-site

$16.90 - $21.40/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

Vacaville, CA · On-site

$16.90 - $21.40/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

Cabazon, CA · On-site

$16.90 - $21.40/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

San Ysidro, CA · On-site

$17.75 - $22.25/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

Camarillo, CA · On-site

$16.90 - $21.40/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

Carlsbad, CA · On-site

$16.90 - $21.40/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

Folsom, CA · On-site

$16.90 - $21.40/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 ...

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

San Ysidro, CA · On-site

$17.75 - $22.25/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 ...

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

Folsom, CA · On-site

$16.90 - $21.40/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 ...

Showing results 41-60

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 California? The most popular types of Cost Basis jobs in California are:
What job categories do people searching Cost Basis Associate jobs in California look for? The top searched job categories for Cost Basis Associate jobs in California are:
What cities in California are hiring for Cost Basis Associate jobs? Cities in California with the most Cost Basis Associate job openings:

General Liability Associate Attorney

Protouch Staffing

Walnut Creek, CA

$150K - $170K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 12 days ago


Job description

Responsibilities and Duties

Associates are given meaningful, hands on legal work at every stage of their careers while working closely with other attorneys and Partners. Independently manage a litigation caseload working on cases from beginning to end, including handling court appearances, depositions and communicating with clients. Candidates must have strong interpersonal and communication skills as well as a track record of insightful research and persuasive writing abilities. Must also have the ability and desire to provide excellent work product that reflects strong research, writing, and analytical skills as well as drafting pleadings, motions, and briefs.

Qualifications and Skills

  • JD from an accredited law school

  • Licensed to practice in California

  • Experienced lawyer with salary commensurate with experience

  • Strong communication and interpersonal skills

  • Trial experience is a plus but not required

  • Excellent oral advocacy skills and excellent writing skills absolutely required

  • Must be able to routinely meet deadlines and be prepared to be responsive to client requests/needs on a daily basis

  • State court experience

  • Culture and Diversity

We are committed to cultivating a diverse and inclusive community of professionals regardless of race, color, ancestry, religion, gender or gender identity, parental or pregnancy status, national origin, sexual orientation, age, marital status, diverse abilities, or Veteran status. With these different backgrounds come different approaches, ideas and perspectives, which we believe is how an organization grows and thrives.

Benefits

In addition to a collegial working environment that offers training, mentorship and support to help develop your career toward partnership, we offer competitive compensation and excellent benefits.

  • Competitive salary

  • Excellent benefits including 401K which is voluntary and self-directed with employer match

  • Health insurance: Firm pays 90% of the cost for employee coverage under the HMO plan.

  • Life insurance coverage for you and your dependents

  • Income protection in the event of a Long Term Disability

  • Employee Assistance Program and Health Advocate benefits provided at no cost to employees and are paid entirely by the firm

  • Dental insurance - employer paid 50%

  • Vision insurance - employer paid 75%

  • Long Term Care and Flexible Spending accounts

  • Eligibility to participate in the firm's year-end bonus program

  • Referral fee programs

  • Opportunity for advancement

  • Professional but business casual work environment

  • Paid parking in the building


Protouch Staffing logo

About Protouch Staffing

Sourced by ZipRecruiter

Protouch Staffing, based in Plano, Texas, is a leading provider in the healthcare staffing industry. Established over 30 years ago, the company prides itself on delivering quality services in the fields of nursing, allied health, pharmaceuticals, healthcare IT, and more. Committed to building lasting relationships, Protouch Staffing continually exceeds client expectations by providing unparalleled service, superior patient care, and talented healthcare professionals.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Frisco, TX, US

Year founded

1989