Global Tax Co Op

Wellington Management; Boston (MA); Hybrid; USD 26,000 - 48,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Health savings account

Commuter program

Tuition reimbursement

Paid time off

Job summary

Wellington Management invites a Cooperative for Global Tax Services to join our team in Boston. You will support preparation and review of tax returns, conduct research, and liaise with the broader finance group while building analytical and data-driven skills.

The role starts with foundational tax exposure and expands across accounting, financial reporting, and client service, offering learning, collaboration, and growth within a top-tier investment manager.

Qualifications

• Proficiency in Microsoft Excel is required.
• Working knowledge of Microsoft Power Point and Word is preferred.
• Data Analytics skills and experience with Python and similar languages a plus.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Independent thinker with a strong desire for active learning on the job.
• Great sense of humor.

Responsibilities

• Assist with the preparation and review of federal, state and local tax returns for partnerships and corporations.
• Assist with notices and inquiries from tax authorities
• Conduct tax and investment-related research using online references
• Research federal, state, & local tax laws
• Liaise with members of Wellington’s broader finance team and other business lines
• Assist with workflow and data management and other projects across Global Tax Services

Skills

Excel

PowerPoint

Word

Python

Data analytics

Written communication

Verbal communication

Organizational skills

Independent thinking

Humor

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About The Role

Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As an Equal Opportunity Employer, we are committed to attracting and welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

THE COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As an Equal Opportunity Employer, we are committed to attracting and welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

THE POSITION

As the Co-op for the Global Tax Services, you will be an appreciated member of our team. Fundamentally, we specialize in the taxation of financial products, but we are a springboard to positions in accounting, financial reporting, business services, legal, client service, and of course, investment product management. In six-months you will understand how tax is the intersection of these other positions and have the opportunity to network across other areas of the firm. Our team looks to build in you hard analytical & data-centric skills while fostering soft skills essential for professional development. You will find the work challenging but varied, tactical yet multi-disciplinary. Our goal is to start basic then build knowledge and fluency – with quality work ethic comes robust job experience. Prior experience is less important than curiosity and a strong desire build skills through a demonstrated strong work ethic.

Responsibilities

• Assist with the preparation and review of federal, state and local tax returns for partnerships and corporations.
• Assist with notices and inquiries from tax authorities
• Conduct tax and investment-related research using online references
• Research federal, state, & local tax laws
• Liaise with members of Wellington’s broader finance team and other business lines
• Assist with workflow and data management and other projects across Global Tax Services

Qualifications

• Proficiency in Microsoft Excel is required
• Working knowledge of Microsoft Power Point and Word is preferred
• Data Analytic skills and experience with Python and similar languages a plus
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Independent thinker with a strong desire for active learning on the job
• Great sense of humor

Please note:

This co-op position entitles cross-training to ensureoptimalperformance across functions. The anticipated start date for accepted candidates is December 2026/January 2027.

Only Northeastern University students are eligible for this program.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of your jobs, please email us at [e-mail]

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

• $19-$35 per hour

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families.

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.