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Cost Basis Reporting Jobs (NOW HIRING)

UMB Financial

Tax-Retirement Analyst III

Milwaukee, WI

$51K - $75K/yr

Process adjustments to cost basis reporting related to the 1099 and corrections process * Manage the annual fund reclassification processes * Lead the team in streamlining reporting and withholding ...

Vanguard Group

Tax Resolution Specialist

Malvern, PA · On-site

Tax Resolution Services is the client-facing function within the Tax and Cost Basis organization ... trend reporting. * Actively participates in a lean management culture, including daily huddles ...

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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 Jun 9, 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 the Cost Basis Reporting position, 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 job?

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.

More about Cost Basis Reporting jobs
What cities are hiring for Cost Basis Reporting jobs? Cities with the most Cost Basis Reporting job openings:
What states have the most Cost Basis Reporting jobs? States with the most job openings for Cost Basis Reporting jobs include:
What job categories do people searching Cost Basis Reporting jobs look for? The top searched job categories for Cost Basis Reporting jobs are:
Cost Basis Reporting jobs near you
Infographic showing various Cost Basis Reporting job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, 7% Part Time, and 4% Contract. Highlights an 89% In-person, 7% Hybrid, and 4% Remote job distribution, with an average salary of $86,312 per year, or $41.5 per hour.

Senior Vice President, Tax Reporting & Compliance

BNY

Pittsburgh, PA • On-site

$104K - $149K/yr

Full-time

Posted 18 days ago

Job description

Senior Vice President, Tax Reporting and Compliance

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Vice President, Tax Reporting and Compliance to join our Wealth Management team. This role may be located in Pittsburgh, PA; Atlanta, GA; Beachwood, OH; Denver, CO; Greenwich, CT; Houston, TX; Seattle, WA; Tampa, FL; or West Palm Beach, FL.

In this role, you’ll make an impact in the following ways:

  • Estate Tax Compliance Ownership: Lead preparation, review, and filing coordination of federal Form 706, with accurate valuation, deductions, elections, and timely submissions; manage related state inheritance/death tax filings.
  •  GSTT Monitoring and Reporting: Maintain robust monitoring of distributions and taxable terminations; coordinate or review filings (e.g., Form 706, Schedule R/RS and applicable returns) and ensure proper application of GST exemptions and allocations.
  • Fiduciary and Related Filings Oversight: Support or review fiduciary income tax returns (Form 1041) where estate tax positions impact income tax reporting; ensure alignment of deductions, basis, and elections across filings.
  • Form 8971 / Cost Basis Reporting: Own end-to-end process to track reportable assets and work with internal stakeholders and tax vendor(s) to ensure accurate beneficiary statements and basis consistency.
  • Refund Recovery and Penalty Abatement: Proactively pursue outstanding refunds from IRS and state authorities; draft advocacy letters, escalate via Taxpayer Advocate Service when appropriate; identify and remediate penalties through documentation and negotiation.
  • IRS/State Controversy Support: Serve as primary liaison for audits, notices, and controversies; gather documentation, prepare responses, coordinate with external advisors, and negotiate favorable resolutions.
  • Process Ownership and Continuous Improvement: Design, document, and refine procedures, checklists, controls, and dashboards for filings, tracking, address changes, successor trustee intake, and state open remainders; eliminate duplicative steps and reduce cycle time.
  • Risk and Control Management: Maintain strong risk culture with timely escalation of issues; ensure complete, accurate, and timely filings; monitor vendor performance; implement controls aligned to policy and regulatory expectations.
  • Front Office and Client Collaboration: Partner with Estate Settlement Officers and Wealth colleagues across regions; join client/advisor calls to explain tax positions, payment protocols, protective claims, and settlement strategies.
  • Proactively address any potential issues and provide guidance to junior colleagues on tax or regulatory calculations for complex or unprecedented circumstances.
  • This role has no direct reports.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree in Accounting, Finance, Tax, or related field; advanced credentials preferred (CPA, EA, JD, or LL.M. in Taxation).
  • 7+ years of progressive experience in estate, gift, and trust taxation (public accounting, law firm, or wealth/trust company environment).
  • Demonstrated autonomy in owning complex estate tax matters, with a track record of timely filings, issue resolution, and stakeholder communication.
  • Expert knowledge of federal estate tax, GSTT mechanics, and state inheritance/death tax regimes; strong understanding of fiduciary income tax interactions.
  •  Proficiency with tax research platforms and preparation tools; advanced Excel skills and strong documentation discipline.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

 Here’s a few of our recent awards: 

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $104,000 and $149,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company-sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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