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Cost Basis Jobs (NOW HIRING)

Apex Fintech Solutions LLC

$80 - $100/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 ...

PEAK6

Tax Operations Analyst

Austin, TX · On-site

$80 - $100/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 ...

Hired by Matrix

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Tax Operations Compliance Reporting Specialist

South Jordan, UT · On-site

$23.37/hr

The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts. * The Tax teams work closely with cross-organizational ...

BetaNXT Inc.

WI · On-site

$125 - $150/hr

Overview of the Product Manager, Tax Reporting BetaNXT Maxit is a leading provider of Cost Basis Reporting and Tax Reporting solutions. We are seeking a Product Manager to provide tax reporting ...

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Cost Basis information

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$39K

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How much do cost basis jobs pay per year?

As of Sep 8, 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.

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Cities with the most Cost Basis job openings:

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Cost Basis jobs near you
Infographic showing various Cost Basis job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 76% Full Time, 19% Part Time, 2% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $107,007 per year, or $51.4 per hour.

Senior Specialist, Software Engineering

BetaNXT Inc

Brookfield, WI • On-site

Full-time

PTO

Re-posted 19 days ago

Key responsibilities

  • Lead the technical delivery of cost basis management solutions and ensure timely and accurate implementation of related features.

  • Build, maintain, and optimize CI/CD pipelines to support automated builds, testing, and deployments.

  • Provide technical mentorship, conduct code reviews, and collaborate with cross-functional teams to ensure platform reliability and compliance.

Job description

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the Senior Specialist, Software Engineering:

The Senior Specialist, Software Engineering leads technical delivery of cost basis management solutions within a fast-paced Fintech environment. Operating as both a hands-on individual contributor and informal team lead, drives architecture decisions, mentors peers and partners with cross-functional teams to build reliable, scalable platform capabilities. They bring deep domain expertise, a cloud-native mindset and a passion for AI-augmented engineering.

Duties and Responsibilities of the Senior Specialist, Software Engineering:

  • Identify and resolve complex operational, regulatory, and organizational challenges by leveraging deep cost basis domain expertise and hands-on engineering skills.
  • Design, develop, and implement methodologies, protocols, and processes that enhance platform reliability and improve client experience.
  • Build and maintain CI/CD pipelines using modern DevOps tooling (Git CI/CD pipeline, Jenkins) to ensure fast, reliable automated builds, testing, and deployments.
  • Operationalize cost basis strategies through clean, maintainable code and well-documented engineering standards shared across the team.
  • Coordinate with engineering peers, product managers, and operations to ensure timely and accurate delivery of cost basis calculation and tax reporting features.
  • Ensure all activities comply with applicable regulatory standards; proactively contribute to technical frameworks that support ongoing compliance.
  • Provide technical mentorship and code review guidance to junior and mid-level engineers; deliver actionable, growth-oriented feedback.
  • Resolve complex cost basis calculation challenges, including corporate action adjustments, transfer‑in basis reconciliation, and multi‑lot accounting edge cases.
  • Contribute to long-term technical roadmap planning, capability development, and engineering best practices.
  • Collaborate cross‑functionally with product, operations, and engineering teams to ensure alignment and effective delivery.
  • Integrate AI/ML capabilities (e.g., anomaly detection, intelligent reconciliation, LLM-assisted workflows) to improve platform automation and reduce manual intervention in tax operations.

Skills and Experience of the Senior Specialist, Software Engineering:

  • 10+ years of relevant experience, including at least 3-5 years in cost basis, tax operations within a financial services or Fintech organization.
  • Strong domain knowledge of cost basis methodologies and tax lot accounting.
  • Bachelor's degree in Computer Science or the equivalent combination of education and experience is required.
  • Proven analytical and problem‑solving abilities with a track record of resolving complex operational and system‑level issues.
  • Hands-on experience leading and coordinating cross-functional technical initiatives involving engineering, operations, and compliance.
  • Cloud expertise: proficiency in at least one major cloud platform (AWS, OCI, Azure, or GCP), including infrastructure-as-code, cloud-native services, and cost-efficient architecture patterns.
  • AI/ML integration: experience leveraging AI tools, LLM APIs, or ML pipelines to augment engineering workflows, automate operations, or enhance platform intelligence.
  • CI/CD proficiency: experience designing and maintaining automated pipelines (build, test, deploy) with modern DevOps tooling and GitOps practices.
  • Expert-level proficiency in Oracle databases, including advanced PL/SQL development for complex queries, stored procedures, and performance optimization.
  • Hands-on experience with Unix/Linux shell scripting to automate operational tasks, data processing workflows, and system maintenance.
  • Strong Java development skills, with the ability to design, develop, and troubleshoot distributed backend services and integrations.
  • Proficient in Git for version control, including branching strategies, pull request workflows, and code review best practices.
  • Strong communication skills with the ability to present complex technical or regulatory concepts clearly to non-technical stakeholders. 
  • Background in driving operational execution, meeting daily and short‑term objectives while supporting long‑term departmental goals.

Compensation:

  • We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $150,000 plus bonus opportunities and other incentives.

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