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Cost Basis Jobs (NOW HIRING)

In this role, you will lead tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions.

S. COST is seeking Construction Cost Estimators to join our Miami team. In this role, you will ... We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual ...

The financial analyst will be a part of our Cost Basis Team. * This team handles Branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and ...

Performs research to determine cost basis of client assets, to review firm benefits and securities transactions. * Performs research as needed to understand and analyze client circumstances in the ...

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Cost Basis information

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$39K

$107K

$147K

How much do cost basis jobs pay per year?

As of Aug 19, 2026, the average yearly pay for cost basis in the United States is $107,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,500.00 and $121,500.00 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.

More about Cost Basis jobs

What cities are hiring for Cost Basis jobs?

Cities with the most Cost Basis job openings:

What are the most commonly searched types of Cost Basis jobs?

The most popular types of Cost Basis jobs are:

What states have the most Cost Basis jobs?

States with the most job openings for Cost Basis jobs include:

Infographic showing various Cost Basis 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, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $107,007 per year, or $51.4 per hour.

$105K - $120K/yr

Full-time

Re-posted 5 days ago


Job description

About Us
Ampersand Brands is a growing portfolio of beloved confectionery brands, including Hammond's Candies, the iconic hand-crafted candy maker, and Lolli & Pops, a premium retail and gifting brand with a national presence. The company is backed by strong growth ambitions, combining innovation, brand storytelling, and operational excellence to expand its reach and solidify its position as a leading player in the U.S. confections industry.
The seat
You own standard cost and the consolidated inventory number across both brands, Hammond's Candies and Lolli & Pops. This is the first true cost-ownership seat in the company. You set the cost basis under every unit we make in production and every order we ship to wholesale and ecomm, roll it up to one consolidated cost and inventory position, and give leadership a clean read on margin by product and by account. Senior individual contributor, technical owner of the cost function, reporting to the VP Corporate Controller.
First 90 days (your first rock)
Rebuild the cost allocation off the fixed percentage onto real drivers, across both brands, and hand the staff accountant a driver-based allocation to book. Today cost is reclassed on a fixed percentage set in 2023. You will stand up standard costs tied to actual usage, rates, and mix, rebuild inventory valuation on those drivers, so your margin numbers are accurate again.
What you will own
• Prepare and book the monthly consolidated cost and inventory close, and reconcile inventory to the GL.
• Own, update, and maintain the driver-based cost allocation model and methodology across both brands. Provide the allocation for booking; set the cost standards the function follows.
• Build and maintain standard costs across manufacturing and wholesale.
• Value inventory and analyze purchase price and usage variances against actual drivers, at the consolidated level.
• Report wholesale margin by account, net of freight and trade deductions, and explain the movement.
• Cost the supply chain that serves wholesale and ecomm: inbound and outbound freight, warehouse and handling, fulfillment and platform fees. Report landed margin by channel.
• Consume PO and receipt data to explain variance.
• Eliminate inter-company cost and margin between the two brands in the consolidated numbers.
What we require
• Five or more years in accounting, including a month-end cost and inventory close you personally owned and rolled to a consolidated number.
• Direct experience building and maintaining standard costs at a manufacturer, food, CPG, wholesale, or multi-channel (wholesale and ecomm) company.
• A track record of doer work: prepared, booked, reconciled, valued, closed, analyzed variances.
• Strong US GAAP.
• Comfort working independently in a lean function.
Preferred
• CPA.
• Master's in accounting.
• Audit firm experience early in your career.
• Sage.
Where this goes
This seat is built to grow. As you prove out the cost model, the path opens to leading the cost function. We want someone who wants to own it and build from there.
Relocation
If candidate is not Denver-based, company may offer relocation
The pay range for this role is:
105,000 - 120,000 USD per year (Corporate)