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Cost Basis Jobs (NOW HIRING)

Hired by Matrix

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Tax Operations Compliance Reporting Specialist

South Jordan, UT · On-site

$23.27/hr

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

Farther

Portfolio Quant Developer

New York, NY

Own cost basis, holdings, and transaction data integrity -- ingesting custodian data and calculating portfolio returns accurately * Model portfolio risk across asset classes, including factor ...

Farther

Portfolio Quant Developer

New York, NY · On-site +1

Own cost basis, holdings, and transaction data integrity - ingesting custodian data and calculating portfolio returns accurately * Model portfolio risk across asset classes, including factor ...

ZP Group

Lead Remittance Operations Associate

Durham, NC · Hybrid

$23 - $30/hr

Handle cost basis activities associated with surrender requests, ensuring all required documentation and calculations are complete and accurate. * Utilize multiple internal systems to manage daily ...

Paradigminfotech

SAP BASIS

Harrisburg, PA · On-site

$66 - $86/hr

... and Cost-efficient solutions. Paradigm has been one of the trendsetters in global delivery ... roles of SAP BASIS and potentially SAP Security within the new ITS (Integrated Tax System ...

Kelly Services

Project Engineer

Rockford, IL · On-site

$70K - $100K/yr

Define project scope, assumptions, and technical configurations to establish accurate cost basis for estimating * Collaborate closely with estimating teams to align technical scope with pricing and ...

1 point system

SAP Basis Administrator

New York, NY · Remote

... with cloud cost optimization and scaling strategies for SAP systems. o Knowledge of DevOps ... Experience * 3-5 years of hands-on SAP Basis administration, with at least 2 years working in a ...

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How much do cost basis jobs pay per year?

As of Jun 9, 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 job?

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 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 the 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:
What job categories do people searching Cost Basis jobs look for? The top searched job categories for Cost Basis jobs are:
Cost Basis jobs near you
Infographic showing various Cost Basis job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $107,007 per year, or $51.4 per hour.
Tax Operations Compliance Reporting Specialist

Tax Operations Compliance Reporting Specialist

Hired by Matrix

South Jordan, UT • On-site

$23.27/hr

Contractor

Medical, Dental, Vision

Posted 4 days ago

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Job description

At-a-Glance:

Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Tax Operations Compliance Reporting Specialist.
Position Type:
Contract
Onsite
Required:

  • Bachelors Degree in a Business field and/or experience in the Financial Industry.
  • Understanding of general accounting principles as they apply to the industry.
  • Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
  • Superior Communication Skills, both oral and written.
  • Ability to work independently well within a team environment.
  • Excellent Time Management, Interpersonal, and Problem-Solving Skills.
  • Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
  • Attention to detail and quality of work.
  • Ability to consistently exercise sound and decisive judgment.
  • Commitment to personal development.

Responsibilities:

  • Responsible for ensuring compliance with the IRS regulations.
  • The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts.
  • Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives.
  • Major focus on automation.