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Cost Basis Associate Jobs in Houston, TX (NOW HIRING)

Westwood

Senior Wealth Associate

Houston, TX · On-site

... cost basis and market value as required, providing clients with accurate and timely information Investments and Operational Leadership • Owns recurring processes of performance reporting and ...

Brighton Jones

Advisor - Houston

Houston, TX · 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 - Houston

Houston, TX

... 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 - Houston

Houston, TX · 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

Cypress, TX · On-site

$12 - $16.25/hr

Retirement savings plan Your Wellbeing is Our Priority At PVH, we offer competitive, cost-effective ... Applications will be accepted on a rolling basis until the position is filled. About PVH: We are ...

PVH Corp.

Sales Associate - Part-Time

Katy, TX · On-site

$12.75 - $17.50/hr

Retirement savings plan Your Wellbeing is Our Priority At PVH, we offer competitive, cost-effective ... Applications will be accepted on a rolling basis until the position is filled. About PVH: We are ...

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All JobsCost Basis Associate JobsCost Basis Associate Jobs in Houston, TX

Cost Basis Associate information

See Houston, TX salary details

$21K

$43K

$62.1K

How much do cost basis associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for cost basis associate in Houston, TX is $43,018.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,300.00 and $47,700.00 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 Houston, TX?

For Cost Basis Associate jobs in Houston, TX, the most frequently searched job titles are:

What job categories do people searching Cost Basis Associate jobs in Houston, TX look for?

The top searched job categories for Cost Basis Associate jobs in Houston, TX are:

What cities near Houston, TX are hiring for Cost Basis Associate jobs?

Cities near Houston, TX with the most Cost Basis Associate job openings:

Cost Basis Associate jobs near you
Infographic showing various Cost Basis Associate job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,018 per year, or $20.7 per hour.

Policy Service Associate - 1149

Security Mutual Life Insurance

Houston, TX • Remote

$19.02 - $21.03/hr

Full-time

Posted 5 days ago

Job description

As a Policy Service Associate, you will be responsible for providing customer service to individual clients of the company while ensuring compliance with all applicable regulatory guidance.

This position will have the opportunity to work primarily remote with periodic time required in their assigned Company office location (Binghamton, NY or Houston, TX). If you reside in the Greater Houston or Greater Binghamton area, this may be an opportunity for you!


Description of Duties & Responsibilities: 

  • Process policy surrenders, cancellations, 1035 exchanges, and qualified rollovers. Review policy status and provisions and document transactions contacting policyowner for clarification as necessary. Verify cost basis and complete gain calculations as needed.
  • Process beneficiary changes and policy assignments according to State and company guidelines. Process Death Master Registry, and death notifications received from Claims department. Process, update and monitor Authorization to Release Information reports.
  • Process contract changes, reinstatements, and reprojections using technical expertise and complex product knowledge.
  • Provide internal and external customer service as needed including but not limited to mailing appropriate forms, interpreting requests, responding to website inquires from policy holders, and completing required processing. Complete service requests assigned from Billing Team and Call Center and process insurance verifications from outside sources.
  • Review and process requests for duplicate policies. Review policy status and provisions and document transactions.
  • Review and analyze daily and monthly policy and account reports to ensure work is done within set time standards and to verify accuracy.
  • Provide and update policy information as directed by Legal department for bankruptcies, tax levies and subpoenas.
  • Process lost and un-cashed check forms and complete direct deposit of funds.
  • Review and process Court documents per state requirements and consultation with legal department. Review various court documents and interpret with guidance form Legal Department.
  • Assist with departmental training as needed.

Required skills & experience:

  • 2-4 years experience in Customer Care/Support required.
  • Intermediate knowledge of Microsoft Word and Excel required. 
  • 1-2 years experience in an insurance industry or accounting environment preferred.
  • Industry recognized certifications preferred. 
  • Familiarity with Company products and procedures is strongly preferred.
  • Fluency in Spanish is a plus. 
  • Excellent written and verbal communication skills. 
  • Excellent data entry skills. 
  • Ability to perform work accurately and thoroughly. 
  • Ability to adapt to change and work under pressure.
  • Ability to take care of both internal and external customers needs. 
  • Ability to pay close attention to detail. 
  • Ability to prioritize and organize a heavy workload. 
  • Ability to multitask.
  • Demonstrated ability to take on increasing levels of responsibility required.
  • Must be dependable.


Education Required: Associates degree in business or a related field required. 

This position can or will be performed in the State of New York, not including the City of New York

Pay Range: $19.02 to $21.03 hourly

The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.

Visa sponsorship is not available for this position

Relocation assistance is not available for this position

Security Mutual is an Equal Opportunity Employer

About SML:

Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.

We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.

We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.

At Security Mutual our employees are among the Company’s most valued assets. We offer competitive salary and benefits and our work environment reflects the Company’s core values of trust, respect and integrity.

Federal & State Labor Law Posters