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Cost Basis Reporting Jobs (NOW HIRING)

JPMorgan Chase & Co.

Cost Basis Associate

Newark, DE · On-site

$65 - $90/hr

Build and maintain reports and dashboards to monitor data accuracy, timeliness, and exceptions ... Apply cost basis regulations, tax rules, and industry standards to support compliance * Support ...

JP Morgan Chase

Cost Basis Associate

Newark, DE · On-site

Track and report on key performance indicators and service level agreements * Apply cost basis regulations, tax rules, and industry standards to support compliance * Support accurate adjustments for ...

JPMorgan Chase & Co

Cost Basis Associate

Newark, DE · On-site

Track and report on key performance indicators and service level agreements * Apply cost basis regulations, tax rules, and industry standards to support compliance * Support accurate adjustments for ...

LPL Financial

Analyst, Ops Tax & Cost Basis

Tempe, AZ · On-site

$25.75 - $42.88/hr

The Government Reporting team comprises of cost basis and tax reporting functionalities. The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are ...

LPL Financial

Analyst, Ops Tax & Cost Basis

Fort Mill, SC · Remote

$25.75 - $42.88/hr

The Government Reporting team comprises of cost basis and tax reporting functionalities. The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are ...

LPL Financial

Analyst, Ops Tax & Cost Basis

Tempe, AZ · Remote

$25.75 - $42.88/hr

The Government Reporting team comprises of cost basis and tax reporting functionalities. The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are ...

PEAK6

Data Analyst (Tax & Cost Basis)

Manhattan, NY · On-site

$60 - $80/hr

Develop, maintain, and enhance reporting to measure performance and support business decisions ... Understanding of the financial services industry, particularly cost basis and tax reporting.

New

BetaNXT Inc.

WI · On-site

$125 - $150/hr

Overview of the Product Manager, Tax Reporting BetaNXT Maxit is a leading provider of Cost Basis Reporting and Tax Reporting solutions. We are seeking a Product Manager to provide tax reporting ...

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Cost Basis Reporting information

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$37K

$86.3K

$127.5K

How much do cost basis reporting jobs pay per year?

As of Sep 7, 2026, the average yearly pay for cost basis reporting in the United States is $86,312.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,500.00 and $100,500.00 per year, depending on experience, location, and employer.

What is a cost basis reporting?

A Cost Basis Reporting job involves tracking and reporting the original value of investments for tax and accounting purposes. Professionals in this role ensure compliance with IRS regulations, reconcile discrepancies, and provide accurate cost basis data to clients or financial institutions. They work with brokerage firms, banks, or investment companies to calculate capital gains and losses. Strong attention to detail, knowledge of tax laws, and proficiency with financial reporting systems are essential for success in this role.

What are the key skills and qualifications needed to thrive in cost basis reporting, and why are they important?

To thrive in a Cost Basis Reporting role, a strong understanding of financial accounting, securities transactions, and tax regulations is essential, often supported by a relevant degree in finance, accounting, or a similar field. Proficiency in using financial reporting software, database tools like Excel or Access, and systems such as Broadridge or other cost basis solutions is commonly required, with certifications like CPA or CFA considered advantageous. Attention to detail, analytical thinking, problem-solving abilities, and clear communication are standout soft skills in this position. These qualities are critical for ensuring accurate financial reporting, regulatory compliance, and effective collaboration with stakeholders in fast-paced financial environments.

What are some typical challenges faced in a cost basis reporting role, and how are they managed?

Cost Basis Reporting professionals often encounter challenges such as reconciling complex transaction histories, keeping up with evolving tax laws, and ensuring data integrity across multiple systems. Managing these tasks requires keen attention to detail, strong analytical skills, and the ability to quickly adapt to regulatory changes. Collaboration with operations, compliance, and IT teams is common to resolve discrepancies and improve processes. Many organizations provide ongoing training and access to industry resources to help professionals stay current and maintain accuracy in reporting. By staying organized and leveraging available tools, Cost Basis Reporting specialists effectively navigate these complexities and contribute significantly to their firm’s compliance and operational efficiency.

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What states have the most Cost Basis Reporting jobs?

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Cost Basis Reporting jobs near you
Infographic showing various Cost Basis Reporting job openings in the United States as of August 2026, with employment types broken down into 81% Full Time, 13% Part Time, and 6% Contract. Highlights an 81% In-person, 6% Hybrid, and 13% Remote job distribution, with an average salary of $86,312 per year, or $41.5 per hour.

Cost Basis Associate

JPMorgan Chase & Co.

Newark, DE • On-site

$65 - $90/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 175 rated banks

Job description

Step into a role where your analytical skills and attention to detail directly impact the accuracy of client reporting and regulatory compliance. Join a team that values collaboration, continuous improvement, and a strong controls culture. You will receive hands-on experience, structured training, and mentorship while building your operations and data skills. Make a difference for clients and the firm from day one.

Job summary

As a Cost Basis Associate in Brokerage operations, you will help ensure the accuracy and integrity of cost basis reporting by analyzing data, executing controlled processes, and supporting improvements to how we monitor, resolve, and prevent exceptions. You will apply relevant regulations and industry standards while partnering with teammates to deliver timely, accurate outcomes. You will contribute to operational excellence through strong judgment, curiosity, and a focus on continuous improvement.

Job responsibilities
  • Analyze and interpret financial and transactional data related to cost basis and tax lots
  • Build and maintain reports and dashboards to monitor data accuracy, timeliness, and exceptions
  • Identify trends and discrepancies, document findings, and recommend remediation steps
  • Execute standardized workflows and procedures for cost basis processing and reconciliations
  • Perform daily controls, manage exceptions, and resolve breaks with clear audit trails
  • Track and report on key performance indicators and service level agreements
  • Apply cost basis regulations, tax rules, and industry standards to support compliance
  • Support accurate adjustments for corporate actions such as stock splits, mergers, and dividends
  • Contribute to automation initiatives by drafting queries, building workflows, and assisting with testing
  • Perform reconciliations between systems, investigate and resolve discrepancies, and implement preventive actions
  • Collaborate with cross-functional teams to communicate analytical insights and support process changes
Required qualifications, capabilities and skills
  • Bachelor’s degree in Finance, Accounting, Business, Data Analytics, or a related field or equivalent practical experience
  • Proficiency with Microsoft Excel, including formulas, lookups, and pivot tables
  • Ability to learn data analytics and automation tools such as SQL and Alteryx
  • Strong attention to detail and a demonstrated controls mindset
  • Clear written and verbal communication skills
  • Ability to prioritize work and deliver accurate results under deadlines
  • Demonstrated problem-solving ability and intellectual curiosity
  • Drive to learn quickly in a fast-paced environment
Preferred qualifications, capabilities and skills
  • Experience with financial data analysis, corporate actions, or cost basis concepts through coursework, projects, or internships
  • Exposure to tax lot accounting systems or exception management processes
  • Basic scripting skills, such as Python or VBA, to support automation and process improvement
  • Familiarity with data visualization tools used for reporting and monitoring
  • Experience drafting business requirements or test cases to support process automation
  • 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
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