Global Tax Co Op

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

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 spannearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As an Equal Opportunity Employer, wearecommitted to attractingandwelcome people with diverse life experiences, fresh ideas, and specializedsubject-matterexpertise. 

THE POSITION 

As the Co-op forthe Global Tax Services, you will be an appreciated member ofour team. Fundamentally, we specialize inthe 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 youwill understandhow taxis the intersection of these other positions andhave the opportunity to network across other areas of the firm.Our team looks to buildin youhard analytical& data-centricskillswhile fostering soft skills essential for professional development. You will find the work challengingbutvaried,tacticalyet multi-disciplinary. Our goal is to startbasicthen build knowledge and fluency – withqualityworkethic comesrobust jobexperience.Prior experience is less important thancuriosity anda strong desirebuild skillsthough 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 

• Conducttax and investment-related research usingonline references 

• Researchfederal,state, & local tax laws 

• Liaise with members of Wellington’s broader finance team and other business lines 

• Assist with workflow and data managementand otherprojects across Global Tax Services  

QUALIFICATIONS 

• Proficiency in Microsoft Excel isrequired  

• Working knowledge of MicrosoftPower Pointand Word is preferred 

• Data Analytic skills andexperience withPython andsimilar languages a plus  

• Excellent written and verbal communication skills 

• Strong organizational skills and attention to detail  

• Independent thinker witha strong desire for activelearning on the job 

• Great sense of humor 

Please note: This co-op position entails cross-training to ensure optimal performance across functions.The anticipated start date for accepted candidates is December 2026/January 2027. 

Only Northeastern University students are eligible for this program.

Not sure you meet 100% of ourqualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 ensures that all qualified applicants will receive equal consideration for employment without regard torace, 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 atGMWTalentOperations@wellington.com.

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:

This rangetakes 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 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 of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.  Examples of our 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/CFAreimbursement and 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.