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Family Office Tax Manager

Rochester, Wisconsin
Job Type
29 Jul 2022

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.

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

Position Responsibilities

  • Manage the day-to-day operations of the Income Tax area including detailed review of work done by others within the group.

  • Help represent Uline before taxing entities.

  • Serve as primary contact for external tax auditors and CPA Firms.

  • Research and make recommendations on tax positions.

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

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

  • Assist with the calculation of federal and state tax estimates and coordinate the necessary payments.

  • Ensure compliance with government reporting requirements.

  • Recruit, train, retain and motivate staff.

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 experience a plus.

  • Family office experience a plus.

  • Excellent verbal and written communication skills.

  • Excellent Microsoft Office skills, Oracle and Access experience preferred.

  • Prior experience with Tax preparation and research software.


  • Complete insurance coverage includes medical, dental, vision and more.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 8,500 employees across 12 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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  • Job Reference: 671231501-2
  • Date Posted: 29 July 2022
  • Recruiter: Uline
  • Location: Rochester, Wisconsin
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent