Global Tax Co-op - Data-Driven Tax Research & Training

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

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.