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Cost Basis Associate Jobs in Boston, MA (NOW HIRING)

Brighton Jones

Advisor - Boston

Boston, MA · On-site

... cost basis and other position data via portfolio management software * Responsible for reviewing ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

Brighton Jones

Advisor - Boston

Boston, MA

... cost basis and other position data via portfolio management software * Responsible for reviewing ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

Brighton Jones

Advisor - Boston

Boston, MA · On-site

... cost basis and other position data via portfolio management software * Responsible for reviewing ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

PVH Corp.

Sales Associate - Part-Time

Wrentham, MA · On-site

$15 - $19.50/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 ...

PVH

Sales Associate - Part-Time

Wrentham, MA · On-site

$15 - $19.50/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 ...

Boston College

Student Services Associate

Newton, MA · On-site

$24.78 - $30.96/hr

Low-Cost Life Insurance * Eligibility for both University-Funded 401k and Employer-Sponsored 403b ... Boston College is an Equal Opportunity Employer and does not discriminate on the basis of any ...

PVH Corp.

Stockroom Associate - Part-Time

Wrentham, MA · On-site

$15 - $19.50/hr

Replenish merchandise on a timely basis * Have knowledge of the store merchandise * Keep management ... Your Wellbeing is Our Priority At PVH, we offer competitive, cost-effective, and comprehensive ...

Compass Group

Executive Chef (MIT)

Cambridge, MA

$95/hr

... food cost controls, and presentation * Must be experienced with computers; to include Microsoft ... Applications are accepted on an ongoing basis. Associates at Corporate are offered many fantastic ...

PVH

Stockroom Associate - Part-Time

Wrentham, MA · On-site

$15 - $19.50/hr

Replenish merchandise on a timely basis * Have knowledge of the store merchandise * Keep management ... Your Wellbeing is Our Priority At PVH, we offer competitive, cost-effective, and comprehensive ...

Boston College

Student Services Associate

Chestnut Hill, MA · On-site

$24.78 - $30.96/hr

Low-Cost Life Insurance * Eligibility for both University-Funded 401k and Employer-Sponsored 403b ... Boston College is an Equal Opportunity Employer and does not discriminate on the basis of any ...

Boston College

Student Services Associate

Chestnut Hill, MA · On-site

$24.78 - $30.96/hr

Low-Cost Life Insurance * Eligibility for both University-Funded 401k and Employer-Sponsored 403b ... Boston College is an Equal Opportunity Employer and does not discriminate on the basis of any ...

Compass Corporate

Executive Chef (MIT)

Cambridge, MA · On-site

$95/hr

... food cost controls, and presentation * Must be experienced with computers; to include Microsoft ... Applications are accepted on an ongoing basis. Associates at Corporate are offered many fantastic ...

Compass Group

Executive Chef (MIT)

Cambridge, MA · On-site

$95/hr

... food cost controls, and presentation * Must be experienced with computers; to include Microsoft ... Applications are accepted on an ongoing basis. Associates at Corporate are offered many fantastic ...

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All JobsCost Basis Associate JobsCost Basis Associate Jobs in Boston, MA

Cost Basis Associate information

See Boston, MA salary details

$23.9K

$48.9K

$70.6K

How much do cost basis associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for cost basis associate in Boston, MA is $48,938.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $54,300.00 per year, depending on experience, location, and employer.

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 Boston, MA?

For Cost Basis Associate jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Cost Basis Associate jobs in Boston, MA look for?

The top searched job categories for Cost Basis Associate jobs in Boston, MA are:

Cost Basis Associate jobs near you
Infographic showing various Cost Basis Associate job openings in Boston, MA as of June 2026, with employment types broken down into 1% As Needed, 65% Full Time, 33% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $48,938 per year, or $23.5 per hour.

Advisor - Boston

Brighton Jones

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

Ready to make a meaningful impact?
At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:
  • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough
  • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas
  • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies
  • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
  • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
  • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
  • Seeks out leadership roles in the team and firm projects/assignments
  • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
  • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically
  • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
  • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)
  • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
  • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately
  • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM
  • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.

Your Experience:
  • 4 + years of experience in financial planning, wealth management or a related industry preferred
  • Undergraduate degree required
  • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.
  • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
  • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Skills & Attributes
  • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
  • Exceptional communication skills, both written and verbal, with clients and co-workers
  • Exceptional interpersonal skills and demonstrated teamwork mentality
  • Must be able to project a capable and trustworthy image
  • Must be a self-starter and proactively manage workload, communications, and ownership of tasks
  • Commitment to excellence and high standards
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
  • A high degree of personal integrity, maturity, and acute attention to detail
  • Strong analytical and problem-solving skills

Compensation:
  • Pay: $90k - $140k base compensation
  • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members

Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit

Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend

Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups

Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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