Cost Basis Associate


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locations

Scottsdale, AZ






time type

Full time





posted on

Posted 9 Days Ago





time left to apply

End Date: June 27, 2026 (5 days left to apply)





job requisition id

178777




Responsibilities:
+ Develop Cost Basis Expertise: Build a strong understanding of cost basis methodologies, internal policies, and IRS regulations in an effort to calculate and maintain accurate client data.
+ Reconstruct Complex Data: Analyze historical investment records, corporate actions, and transaction activity to solve cost basis discrepancies and validate system outputs.
+ Ensure Accuracy & Quality...