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Financial Analyst: Cost Basis & Gain​/Loss Reporting

Job in South Jordan, Salt Lake County, Utah, 84095, USA
Listing for: Russell Tobin
Full Time position
Listed on 2026-08-09
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
  • Accounting
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below

Russell Tobin is seeking a detail-oriented Financial Analyst to support a leading financial services client. You will maintain cost basis records for Wealth Management accounts, assist with Gain/Loss reporting, and resolve inquiries related to 1099-B and cost basis questions.

The ideal candidate has a Bachelor’s degree in Business, Finance, or Accounting, strong analytical and communication skills, and proficiency with Excel.

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