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Cost Basis Associate : Tax Lot & Client Support
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-01-12
Listing for:
Orion Advisor Technology
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst -
Accounting
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
A financial services company is seeking a Cost Basis Specialist I to ensure the accuracy and integrity of cost basis and tax lot reporting. Responsibilities include updating tax lots, supporting clients through casework, and conducting internal audits. Candidates should have a Bachelor’s degree in Accounting, Finance, or a related field, and be detail-oriented with a clear communication style. This on-site role in Omaha, NE, offers competitive pay and benefits from day one.
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Position Requirements
10+ Years
work experience
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