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Cost Basis Reporting Jobs (NOW HIRING)

Infinia Search Inc

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Cost Basis Associate

Valley Forge, PA · Remote

$23/hr

Uses advanced cost basis acumen and skills gained through experience to provide superior client ... Provides assistance with statements audits, correspondence creation, analysis of reports and unit ...

Infinia Search Inc

Be Seen First

Cost Basis Associate

Scottsdale, AZ · Remote

$23/hr

Uses advanced cost basis acumen and skills gained through experience to provide superior client ... Provides assistance with statements audits, correspondence creation, analysis of reports and unit ...

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 ...

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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 ...

New

Phaxis

Junior Financial Analyst

South Jordan, UT · On-site

... cost basis reporting. This often requires manual adjustments. Requirements * Ability to work independently and collaboratively within a team. * Strong time management, interpersonal, and problem ...

Man Group

Tax Manager

New York, NY

$121K - $159K/yr

Oversight of tax lot accounting, cost basis reporting, and wash sale tracking across funds and managed accounts. * Actively identifying trends and potential issues with tax positions to improve the ...

Man Group plc

Tax Manager

Manhattan, NY · On-site

$122K - $160K/yr

Oversight of tax lot accounting, cost basis reporting, and wash sale tracking across funds and managed accounts. * Actively identifying trends and potential issues with tax positions to improve the ...

Stellant Systems

Senior Cost Analyst

Williamsport, PA

$75K - $96K/yr

... cost basis of estimates in response to customer RFQ's. This will require close working ... Analyze project costs, cost of sales, and inventory for accurate financial reporting. Maintain ...

Stellant Systems

Senior Cost Analyst

Williamsport, PA

$75K - $96K/yr

... cost basis of estimates in response to customer RFQ's. This will require close working ... reporting. · Maintain trend data for all product groups (eg, labor HPU, material cost per unit ...

Stellant Systems

Senior Cost Analyst

Williamsport, PA · On-site

$75K - $96K/yr

... cost basis of estimates in response to customer RFQ's. This will require close working ... reporting. • Maintain trend data for all product groups (eg, labor HPU, material cost per unit ...

Wolters Kluwer

Business Analyst

Waltham, MA · On-site

Working knowledge of cost basis reporting, tax-lot accounting, and IRS cost basis regulations. * Experience leveraging AI technologies for research, requirements development, documentation, process ...

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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 Aug 17, 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 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.

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 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.

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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 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $86,312 per year, or $41.5 per hour.

Cost Basis Associate

RandstadCorporateServicesTUX

Scottsdale, AZ • Remote

$23.19/hr

Part-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Job description

job summary:

Cost Basis Specialist

Work Arrangement: Fully Remote (MUST be local to Scottsdale, AZ or Valley Forge, PA)

Position Summary

Leverages advanced cost basis acumen and industry experience to provide superior client service on high-complexity accounts. This role requires independent research, analysis, and recommendations on processing strategies using various systems and technical procedures. The candidate will also provide guidance, research assistance, and training to Cost Basis associates while supporting statement audits, correspondence creation, report analysis, and department initiatives.

Duties & Responsibilities

  • Complex Request Review: Reviews high-complexity client requests for accuracy, good order, and adherence to regulatory guidelines. Interacts with other internal divisions to complete client requests accurately and on time.
  • Cost Basis Calculations: Calculates and maintains cost basis information for client holdings using proprietary software, adhering strictly to IRS regulations, legal requirements, and department procedures.
  • Historical Data Analysis: Analyzes historical records from clients and external investment firms to reconstruct and verify cost basis accuracy.
  • Corporate Actions & System Audits: Assesses corporate actions to determine cost basis implications. Validates systematically generated output, adjusts disparities, and ensures data accuracy across client-facing resources.
  • Team Support: Provides ongoing research assistance, mentorship, and training to Cost Basis associates, while assisting with department audits and strategic initiatives.
Qualifications
  • Education & Experience:
    • Undergraduate degree or equivalent combination of training and experience preferred.
    • Accounting or finance background preferred.
    • Experience in the brokerage industry preferred.
  • Technical Skills:
    • Strong computer proficiency required.
    • Demonstrated ability to learn and navigate proprietary software programs.
  • Professional & Interpersonal Skills:
    • Excellent time management, problem-resolution, research, and communication skills.
    • Strong interpersonal skills with the ability to function effectively in a team-oriented environment.
    • Adaptable, quick learner capable of prioritizing multiple tasks in a fast-paced setting.
    • Positive attitude with a willingness to collaborate and give/receive constructive feedback.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days.

 
 
location: Scottsdale, AZ
job type: Permanent
salary: 23.19 - 23.19 USD per hour


Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.

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