Cost Basis Associate

Location: Fully Remote (MUST reside local to Scottsdale, AZ or Valley Forge, PA)

Employment Type: Full-Time

We are seeking an experienced Senior Cost Basis Specialist to deliver exceptional service on complex client accounts. Leveraging advanced cost basis expertise, you will independently research, analyze, and recommend processing strategies using specialized industry systems and tactical techniques.

In this role, you will serve as a subject matter expert—providing guidance and training to junior team members, assisting with statement audits, drafting communications, and leading unit initiatives.

• Complex Case Review: Review high-complexity client requests for accuracy, good order, and regulatory compliance. Partner with internal divisions to ensure timely, accurate resolution.

• Cost Basis Calculation & Maintenance: Calculate and maintain detailed cost basis data for client holdings using proprietary software, ensuring strict adherence to IRS regulations, legal requirements, and internal procedures.

• Historical Data Reconstruction: Analyze historical records from clients and external investment firms to reconstruct, adjust, or verify cost basis accuracy.

• Corporate Actions Analysis: Evaluate corporate actions to determine cost basis implications, validate systematic output, make necessary manual adjustments, and ensure accurate data display across client-facing resources.

• Team Leadership & Support: Assist with statement audits, report analysis, correspondence drafting, and department initiatives while training and guiding Cost Basis associates.

Education & Experience

• Education: Undergraduate degree preferred (or equivalent combination of training and experience).

• Background: Prior experience in accounting, finance, or the brokerage industry strongly preferred.

Technical & Professional Skills

• Strong proficiency with computer systems and the ability to quickly master proprietary software programs.

• Excellent research, analytical, and problem-resolution abilities.

• Exceptional time management and task prioritization in a fast-paced, dynamic environment.

Core Competencies

• Strong interpersonal and written/verbal communication skills.

• Collaborative mindset with an outstanding, positive attitude and a commitment to giving and receiving constructive feedback.

• Adaptable, quick learner who thrives in a team-oriented culture.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days.