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Family Office Tax Manager

Job ID:R238049
Location:Pleasant Prairie, Wisconsin

Family Office Tax Manager

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

With Uline’s continued growth, we need a team that ensures we stay true to our company motto of Speed, Passion and Operational Excellence. As our Family Office Tax Manager, you will oversee the daily operations of the Family Office Tax team to ensure Uline is compliant with tax laws.

Better together than apart. This position is on-site, and we are looking for good people who share our passion.

Position Responsibilities

  • Represent Uline before taxing entities and serve as primary contact for external tax auditors and Certified Public Accountant (CPA) Firms.

  • Research and make recommendations on tax positions.

  • Provide significant assistance in preparation, calculation and review of S-Corporation and Partnership income tax returns (Federal, State and Local).

  • Help gather documentation and perform a detailed review of shareholder income tax returns and related workpapers.

  • Ensure compliance with government reporting requirements.

Minimum Requirements

  • Bachelor’s degree in Accounting and CPA. MST preferred.

  • 5+ years experience in tax role at CPA firm / family office, 3+ years in a management role.

  • Experience with passthrough tax preparation and review.

  • Individual income tax experience.

  • Foundation, trust and multistate tax knowledge.

  • Excellent Microsoft Office skills, Oracle and Access experience.

  • Prior experience with tax preparation and research software.


  • Complete medical, dental, vision and life insurance coverage, Flexible Spending Accounts and wellness programs.

  • 401(k) with 5% employer match.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

  • Bonus programs that include annual performance, sales goals and profit sharing.

Employee Perks

  • On-site café with executive chefs and seasonal dinner-to-go options.

  • First-class fitness center with complimentary personal trainers.

  • Over four miles of beautifully maintained walking trails.

About Uline

Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.

Uline is proud to operate as a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening.

EEO/AA Employer/Vet/Disabled





Our employees make the difference and we are committed to offering exceptional benefits and perks!  Explore to learn more!

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Uline challenges you to be your best. It pushes the limits of your potential and provides you with the tools you need to succeed, making it a great place to build your career.