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Cost Basis Associate Jobs in West Virginia (NOW HIRING)

Ourhrconnect

$72K - $94K/yr

Degree Equivalency: 4 years job related work experience or Associate's and 2 years job related work ... Ability to handle sensitive matters on a confidential basis. Required Software and Tools: Microsoft ...

Ourhrconnect

$72K - $94K/yr

Degree Equivalency: 4 years job related work experience or Associate's and 2 years job related work ... Ability to handle sensitive matters on a confidential basis. Required Software and Tools: Microsoft ...

AlíaGestiónIntegraldeServicios,S.L.U

WV · On-site

$94.17 - $127.81/hr

Associate Mechanical Engineer Division: Water Location:London Ayesa is a global engineering ... monthly basis, including taking action to maintain delivery to time, cost, quality and safety ...

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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 West Virginia?

For Cost Basis Associate jobs in West Virginia, the most frequently searched job titles are:

What job categories do people searching Cost Basis Associate jobs in West Virginia look for?

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

What cities in West Virginia are hiring for Cost Basis Associate jobs?

Cities in West Virginia with the most Cost Basis Associate job openings:

Cost Basis Associate jobs near you

Associate Director

Transamerica Life Insurance Company

Princeton, WV

Full-time

Re-posted 6 days ago

Job description

The Associate Director is responsible for developing new quality sales, conserving existing business, providing ongoing quality service to policyholders and creating an atmosphere of quality growth, development and job satisfaction to all personnel assigned to his/her Staff.  This includes recruiting, selecting, training, retaining and developing sales personnel.
 
The incumbent reports directly to the Managing Director and is responsible for managing between four and ten field employees assigned to the Staff.  The incumbent works closely with Home Office employees to ensure that the daily activities of the Staff are adequately supported.
With Managing Director approval, the incumbent will create, develop and implement action plans, using Company systems that ensure the profitability of the Staff; as well as each individual Representative under the supervision of this position.
 
The incumbent will manage numbers, goals, objectives and activities for results.  He/she will observe the Company’s rules and instructions on keeping records and filing reports concerning sales and collections.  The incumbent will supervise the assigned Representatives’ service activities in order to achieve Company standards.
 
The incumbent will work with the District Manager to ensure that the Field Office operates within budget.  The incumbent will treat Company funds conscientiously and will spend allocated funds only when it is cost justified.  The incumbent will search for ways to cut costs in order to make the Field Office more profitable and will follow all Company rules and procedures when disbursing Company funds.
 
The incumbent must be involved in weekly joint field work with the Representatives who report directly to him/her.  This will involve observation and generation of assisted sales. The incumbent will set Staff Objectives; interpret those Objectives in terms of observable, controllable activities which can be monitored on a weekly basis; identify sales, service, or business management weaknesses which can then be addressed directly through leadership and/or training.  
 
The incumbent will ensure that quality service is provided to policyholders in a professional, timely, and courteous manner. The incumbent will professionally represent Monumental Life in the local industry organizations listed above.  Active participation in community and civic organizations is also recommended. The incumbent will maintain, and make every effort to enhance, good public relations with policyholders, the community, the industry, and Home Office.
 
Qualifications
  • High school diploma required. Some college and/or undergraduate degree in a business related field (i.e., management, finance, marketing, business administration, etc.) preferred.
  • Life and Health license required.
  • 3 – 5 years’ experience in an insurance sales environment required.
  • Prior management experience in an insurance sales environment preferred.
  • Excellent oral and written communication skills required.
  • Able to work with people in such a manner as to build high morale and group commitments to goals and objectives.  
 
 

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