Global Tax Co Op

THE COMPANY

Tracing our roots to 1928 Wellington Management Company LLP (WMC) is one of the worlds 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 Wellingtons 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

• 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 December 2026/January 2027.

Only Northeastern University students are eligible for this program.