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Cost Basis Associate Jobs in Everett, WA (NOW HIRING)

Brighton Jones

Advisor - Seattle

Seattle, WA · 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 - Seattle

Seattle, WA

... 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 - Seattle

Seattle, WA · 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

Sales Associate - Part-Time

Marysville, WA · On-site

$17.13 - $21.63/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 Corp.

Sales Associate - Part-Time

Marysville, WA · On-site

$17.13 - $21.63/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 ...

Gamus LLC

Warehouse Associate Washington

Everett, WA · On-site

$22/hr

... basis throughout scheduled shift, occasional lifting of up to 70 lbs.; and constant standing ... Medical benefits provided at no cost to employee; other benefits offered such as buy-up medical ...

PVH

Temporary Sales Associate - Part-Time

Marysville, WA · On-site

$16.55 - $19.33/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 ...

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Showing results 1-20

All JobsCost Basis Associate JobsCost Basis Associate Jobs in Everett, WA

Cost Basis Associate information

See Everett, WA salary details

$24.3K

$49.8K

$71.8K

How much do cost basis associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for cost basis associate in Everett, WA is $49,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $55,200.00 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 job categories do people searching Cost Basis Associate jobs in Everett, WA look for?

The top searched job categories for Cost Basis Associate jobs in Everett, WA are:

Cost Basis Associate jobs near you
Infographic showing various Cost Basis Associate job openings in Everett, WA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,761 per year, or $23.9 per hour.

Client Service Associate

Coldstream Wealth Management

Seattle, WA • Hybrid

$16.50 - $22.75/hr

Full-time

Posted 27 days ago

Job description

If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations of the team while gaining hands-on experience in the Registered Investment Advisor industry. This is a great opportunity for someone with professional office experience who is ready to develop their skills, take on new responsibilities, and build a long-term career in wealth management.

This position is located in our South Lake Union office. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays and Wednesdays with the ability to work from home the remaining days.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Seattle, Bellevue, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance
  • Coordinating the new client onboarding process:
    • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
    • Updating cost basis, tracking required minimum distributions, reconciling account information
    • Sending and receiving documents to clients, their advisors, and investment custodians
  • Entering and maintaining client data and activity notes in our CRM system

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