Global Tax Co Op

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

Benefits offered by this job

Retirement plan

Health and wellbeing benefits

Dental coverage

Vision coverage

Commuter program

Tuition reimbursement

Paid time off

Job summary

Wellington Management Company, a leading independent investment management firm, invites a Global Tax Co‑Op to join its dynamic Tax Services team in Boston. The role emphasizes building analytical and data-centric skills while collaborating across finance, accounting and legal functions for tax research and filings.

The program targets motivated Northeastern University students with strong Excel and communications skills, offering exposure to multiple tax disciplines and a pathway to future

Qualifications

• Proficiency in Microsoft Excel is required.
• Working knowledge of Microsoft Power Point and Word is preferred.
• Data analytic skills and experience with Python 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

Analytical thinking

Communication skills

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Python

Job description

WELLINGTON MANAGEMENT

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 50 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.

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 though 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 entails cross‑training to ensureoptimalperformance across functions. Theanticipatedstart date for accepted candidates is December2026/January2027. Only NortheasternUniversity students are eligible for this program.

JOB TITLE

Global Tax Co Op

LOCATION

280 Congress

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 our jobs, please email us at [e-mail]

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. Thebase salary rangefor 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 skillsets;role;skillsandexperience;certifications; andeducation. This range is an estimate,and further details on salary and total compensation aspects will be shared with candidates 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 ofour employees andtheir families, and we are committedto fostering a flexible work environment that enables employees to thrive personally and professionally. Examplesofour benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back‑up childcare, tuition/CFA reimbursement and paid time off (leaveofabsence, 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 supportofthis commitment,our employees work from our offices4 days a weekwithflexibility towork remotely1dayaweek. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracingourhistoryto1928, Wellington Management is one of the world’s largest independent investment management firms. We serveas atrusted adviser toclients in over 60countries, visit our website to seeour assets under management. Our innovative investment solutions are built on thestrengthof proprietary,independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset and alternative strategies. As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients.

We are committed to attractinga talented and diverse workforce, andto fostering an open, collaborative cultureof inclusivity because we believe multipleperspectives lead to more informed investment and business decisions. As an EqualOpportunityEmployer, we welcome peoplewith diverselifeexperiences, freshideas, and specialized subject‑matter expertise.

We believe that in person interactionsinspireandenergize our community and are essential to our culture.

For more information, please visit https://www.wellington.com/en/