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Cost Basis & Tax Operations Analyst
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-16
Listing for:
LPL Financial
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Compliance
Job Description & How to Apply Below
LPL Financial is seeking a Cost Basis and Tax Analyst in Tempe, AZ to analyze and test components of a QC program for cost basis and tax reporting. You will understand processes, support audits, and collaborate to improve advisor experiences and regulatory compliance.
The role emphasizes data analysis, attention to detail and initiative to implement improvements. A minimum of 3+ years in financial services and MS Excel/Access proficiency are expected.
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