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Cost Basis Jobs in Texas (NOW HIRING)

PEAK6

Tax Operations Analyst

Austin, TX · On-site

$75 - $110/hr

Cost Basis Reporting: Support the accuracy of cost basis calculations and reporting for covered and non-covered securities, including equities, fixed income, options, and mutual funds. Assist with ...

Altruist

Senior Corporate Actions Analyst

Dallas, TX · On-site

Oversee dividends, interest, and related payments; ensure proper withholding, tax treatment, and cost-basis adjustments. * Event Lifecycle Management: Manage announcements, options, elections ...

Fermi LLC

Estimator

Dallas, TX · On-site

The Estimator brings market awareness across these sectors -- equipment, labor, and construction pricing -- and provides the cost basis that underpins investment decisions and project execution. Key ...

Fermi Inc

Estimator

Dallas, TX · On-site

The Estimator brings market awareness across these sectors - equipment, labor, and construction pricing - and provides the cost basis that underpins investment decisions and project execution. Key ...

Fermi LLC

Estimator

Dallas, TX · On-site

The Estimator brings market awareness across these sectors -- equipment, labor, and construction pricing -- and provides the cost basis that underpins investment decisions and project execution. Key ...

Melroseresources

Cost Controller

Houston, TX · On-site

... a monthly basis Control of PO Register Participate to Cost and Schedule Sensitivity Analysis Project Expenses Cost Control Proactively flag all cost control issues to the PSCM and the Project ...

Fermi America

Estimator

Dallas, TX · On-site

The Estimator brings market awareness across these sectors - equipment, labor, and construction pricing - and provides the cost basis that underpins investment decisions and project execution. Key ...

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Showing results 1-20

All JobsCost Basis JobsCost Basis Jobs in Texas

Cost Basis information

See Texas salary details

$36.3K

$99.7K

$137K

How much do cost basis jobs pay per year?

As of Sep 5, 2026, the average yearly pay for cost basis in Texas is $99,693.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,200.00 and $113,200.00 per year, depending on experience, location, and employer.

What is a cost basis?

A Cost Basis job involves tracking and calculating the original value of investments for tax and reporting purposes. Professionals in this role ensure accurate cost basis reporting by reconciling transactions, adjusting for stock splits or dividends, and complying with IRS regulations. They work closely with brokerage firms, financial institutions, and clients to maintain precise records, helping investors determine capital gains or losses when selling assets. Strong attention to detail and knowledge of tax laws are essential for success in this role.

What are the typical daily responsibilities of someone working in a cost basis position?

Professionals in Cost Basis roles are primarily responsible for accurately tracking and reconciling investment purchase and sale data to determine correct cost basis for securities. Their day often includes reviewing transaction records, reconciling discrepancies, preparing tax compliance reports, and responding to client or auditor inquiries. They regularly collaborate with operations, compliance, and client service teams to ensure data integrity and resolve any issues. This work is essential for precise tax reporting and helping both clients and the organization meet regulatory requirements.

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

To thrive in a Cost Basis role, you need a strong understanding of financial data analysis, investment and tax reporting, and attention to detail, usually supported by a degree in finance, accounting, or a related field. Familiarity with financial software such as portfolio management systems, tax lot accounting tools, and Microsoft Excel is essential, and certifications like CFA or CPA are advantageous. Strong analytical thinking, effective communication, and problem-solving skills allow professionals to interpret data and work with clients or internal teams. These capabilities are vital for ensuring accurate cost basis calculation, regulatory compliance, and reliable financial reporting for investors and organizations.

What are popular job titles related to Cost Basis jobs in Texas?

For Cost Basis jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Cost Basis jobs in Texas look for?

The top searched job categories for Cost Basis jobs in Texas are:

What cities in Texas are hiring for Cost Basis jobs?

Cities in Texas with the most Cost Basis job openings:

Cost Basis jobs near you
Infographic showing various Cost Basis job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $99,693 per year, or $47.9 per hour.

Specialist, Tax and Cost Basis Operations

Charles Schwab Corporation

Westlake, TX • On-site

$60 - $75/hr

Other

Posted yesterday

New

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Cost Basis Operations (CBO) is part of the Custody & Asset Services division of Operational Services. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged. This is a fast-paced working environment where effective communication and teamwork are a must. Explore an exciting and challenging opportunity to join an exceptional team with Operational Services that has a direct impact on our clients.

What You’ll Do:

As a Specialist in Cost Basis Operations you will be part of a team that oversees the transmission and upkeep of cost basis data for assets transferred in and out of Schwab. This is a fast-paced working environment where effective communication and teamwork are a must. Flexibility and adaptability are necessary, because the specialist will rotate through different functions as business needs arise. Duties for this role will include, but are not limited to:

  • Research and processing cost basis adjustments for Retail and Advisor Services clients
  • Option trade reconciliation, return of capital, and cost basis fixed income updates
  • Research across multiple systems to verify transaction information
  • Process corrections in Gainskeeper, Schwab’s cost basis system
  • Work collaboratively and optimally with others
What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

  • 2+ years’ experience in Operations

Preferred Qualifications:

  • Intermediate computer skills including Outlook, Excel andWord
  • An understanding of Macro based tools and an ability to trouble shoot issues with them
  • Proven tax and cost basis experience and knowledge framework
  • A good foundation and understanding of financial markets and how individuals interact with them
  • This role requires strict adherence to the established policies and procedures
  • Ability to work under pressure in a fast-paced, ever-changing environment while maintaining the highest level of positivity and professionalism
  • Good decision making and sound judgment skills are a must
  • Attention to detail is key in being successful in this position
  • Requires accurate data entry skills
  • Strong analytical skills
  • Identify and communicate issues effectively and timely to peers and management team
  • Ability to multi-task, understand the importance of follow-through
  • Outstanding time management and organization skills
  • BA or BS
  • Series 7/63

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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