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Cost Basis Associate Jobs (NOW HIRING)

Fairygodboss

Client Tax Senior Associate

Newark, DE · On-site

$79K - $99K/yr

As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting ... Execute standardized workflows for cost basis processing and related reconciliations * Perform ...

Royal Wealth Partners

Client Service Associate

Omaha, NE · On-site

$13.75 - $19.25/hr

We are seeking an operational-minded Client Service Associate to join our wealth management firm ... RMDs), and cost-basis adjustments. * Financial & Tax Coordination: Review tax documents ...

New

1 point system

SAP Basis Administrator

New York, NY · Remote

... with cloud cost optimization and scaling strategies for SAP systems. o Knowledge of DevOps ... Associate's degree in Computer Science, Information Technology, or similar area of study required ...

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How much do cost basis associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for cost basis associate in the United States is $45,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $50,000.00 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.

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Cost Basis Associate jobs near you
Infographic showing various Cost Basis Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,046 per year, or $21.7 per hour.

Client Tax Senior Associate

Newark, DE • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Co.external

$75K - $107K/yr

Full-time

Medical, Retirement

Posted 20 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description


Make an impact in a role where accuracy, curiosity, and continuous improvement matter. You will help protect data integrity and support compliant client reporting in a fast-paced operations environment. Join a team that values learning, collaboration, and well-controlled execution.
As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting accurate United States information reporting and withholding processes for our clients. You analyze data, execute controls, and help identify opportunities to improve efficiency through process enhancements and automation. Working closely with partners across teams, you help deliver reliable outcomes and a strong client experience.
Job responsibilities
  • Analyze financial and transactional data relevant to United States information reporting and withholding
  • Build and maintain reports that monitor data accuracy, timeliness, and exceptions
  • Identify trends and discrepancies, document findings, and recommend remediation actions
  • Execute standardized workflows for cost basis processing and related reconciliations
  • Perform daily controls, manage exceptions, and resolve breaks with clear audit trails
  • Track key performance indicators and service level commitments and escalate risks as needed
  • Apply applicable tax rules and industry standards to support ongoing compliance
  • Support automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testing
  • Reconcile data across systems, investigate root causes of discrepancies, and implement preventive actions
  • Collaborate with cross-functional partners to communicate insights, changes, and operational updates

Required qualifications, capabilities, and skills
  • Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field (or equivalent practical experience)
  • 5+ years of experience in delivering intelligent automation and business analysis or equivalent experience
  • Proficiency with Microsoft Excel, including functions, lookups, and pivot tables
  • Ability to learn data analytics and automation tools such as Alteryx and SQL
  • Ability to analyze datasets, identify exceptions, and document findings clearly with attention to detail
  • Ability to follow standardized procedures and maintain well-controlled execution with clear evidence and audit trails
  • Ability to prioritize daily deliverables, manage exceptions, and escalate appropriately
  • Effective written and verbal communication skills for partnering across teams
  • Commitment to learning and applying changing regulatory or policy requirements relevant to the role
  • Demonstrated problem-solving ability and intellectual curiosity
  • Drive to learn quickly in a fast-paced environment

Preferred qualifications, capabilities, and skills
  • Experience supporting United States tax operations, information reporting, withholding, or cost basis processing
  • Familiarity with reconciliation practices and control frameworks in an operations environment
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
  • Experience documenting procedures or contributing to process improvement initiatives
  • Exposure to dashboards or operational metrics design to monitor service performance
  • Preferred experience supporting more than one CCB Operations Function/Line of Business

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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