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Cost Basis Reporting Jobs (NOW HIRING)

Broadway Bank

Senior Tax Officer II

San Antonio, TX

In-depth knowledge of securities taxation, including cost basis reporting, corporate actions, and multi-asset class tax treatment. * Experience with the Electronic Funds Transfer Processing System ...

Broadway Bank

Senior Tax Officer II

San Antonio, TX · On-site

In-depth knowledge of securities taxation, including cost basis reporting, corporate actions, and multi-asset class tax treatment. * Experience with the Electronic Funds Transfer Processing System ...

Astemo Ltd

Cost Accountant

Berea, KY · On-site

$54K - $73K/yr

Investigate all cost variance accounts and items on at least a monthly basis. Report any unusual items to management and make necessary adjustments to accurately reflect product cost data. * Support ...

Astemo

Cost Accountant

Berea, KY · On-site

$54K - $73K/yr

Investigate all cost variance accounts and items on at least a monthly basis. Report any unusual items to management and make necessary adjustments to accurately reflect product cost data. * Support ...

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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 10, 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.
Principal Product Manager - Tax Reporting Compliance

Principal Product Manager - Tax Reporting Compliance

Worldpay, Inc.

New York, NY • On-site, Remote

$187K - $318K/yr

Full-time

Posted 8 days ago

Job description

Job Description

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS?

About the Team

We manage the Tax Information Reporting Suite (formerly Wall Street Concepts), which provides comprehensive tax reporting solutions specifically designed for the financial services industry. Our principal product, FIS's Tax Reporting Manager (formerly Compliance Plus), supports a wide range of reporting needs. We also offer the Fixed Income Cost Basis (FICB) solution, tailored for Cost Basis Service Providers, Service Bureaus, brokerage firms, and other institutions subject to tax reporting under Internal Revenue Code (IRC) Section 6045.

What You Will Be Doing

The Tax Reporting Compliance Principal brings regulatory guidance to the life cycle product planning activities and quality delivery of FIS tax information reporting products, enhancements, and releases to market. Additionally, you will support client-facing staff in crafting appropriate responses to user inquiries and representing the business to a variety of corporate functions.

  • Collaborate with the Solution Manager in development of the product roadmap, aligned with regulatory changes, market demands and product line strategy, considering product lifecycle, profitability, pricing models, client satisfaction, and sales performance.
  • Participate in strategic planning and execution for the entire product line by working with product managers and subject matter experts across several FIS lines of business.
  • Ensure compliance with regulations and standards while shaping and implementing company policies that directly impact operational efficiency.
  • Coordinate with internal compliance functions on behalf of the line of business.
  • Regularly interact with senior management and executive levels on matters concerning tax reporting products and client relationships.
  • Contribute thought leadership in the form of white papers and presentations for the client base and industry.
  • Consult across business lines to further the firm's development of product ecosystems with common tax reporting functionality

What You Bring

  • Bachelor's degree in mathematics, accounting, taxation or a related field, or an equivalent combination of education, training, and professional experience.
  • Typically, at least 10 years of experience in the financial services industry (preferably in product management) along with proven leadership and management capabilities.
  • Working knowledge of tax information reporting requirements and associated products and processes with a track record of aligning strategic policies to organizational goals and compliance.
  • Demonstrated success in managing client relationships, establishing credibility, and fostering positive, professional stakeholder engagement.
  • Strong leadership presence, with expertise in team management and the ability to communicate clearly and professionally across all levels of the organization, both internally and externally.
  • Law degree with exposure to tax reporting regulations, white papers, and/or consulting.

Added Bonus If You Have

  • In-depth knowledge of FIS Tax Information Reporting products.

What We Offer You

A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you:

  • A voice in the future of fintech

  • Always-on learning and development

  • Collaborative work environment

  • Opportunities to give back

  • Competitive salary and benefits

FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $187,270.00 - $318,360.00and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.


Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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