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Customer Account Specialist

Uline • Pleasant Prairie, WI 53158 • Posted 3 days ago

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In-person • Full-time • Entry Level

Job Highlights

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Join Uline's Finance team as a Customer Account Specialist, focusing on supporting the business with tax guidelines and exemptions in the U.S. and Canada. This on-site role involves analyzing sales tax exemption certificates, contacting customers for missing or incomplete documentation, applying approved certificates in customized software, and calculating and processing sales tax credits. The position requires a high school diploma or equivalent, with a Bachelor's degree in Finance or Accounting preferred.

Responsibilities

  • Analyze sales tax exemption certificates for accuracy.
  • Contact customers if documentation is missing or incomplete.
  • Apply approved sales tax exemption certificates in our state-of-the-art customized software.
  • Calculate and process sales tax credits based on exemption documentation.
  • Collaborate with a cross-functional team of like-minded individuals to provide exceptional service.

Qualifications

Required

  • High school diploma or equivalent.
  • Customer service experience a plus.
  • Bilingual (English / Spanish) a plus.
  • Excellent communication and strong analytical skills.
  • Highly organized and detail-oriented with the ability to multitask.

Preferred

  • Bachelor's degree in Finance or Accounting.

About Uline

Uline is a leading distribution company that specializes in shipping, industrial, and packaging materials. Based in the United States, it offers a wide range of products such as shipping boxes, bubble wrap, packaging tape, warehouse supplies, and custom-printed materials. With a global presence, Uline serves various industries and prioritizes high-quality products and exceptional customer service.

Full Job Description

Customer Account Specialist

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Join Uline’s dedicated and driven Finance team as a Customer Account Specialist, supporting the business with tax guidelines and exemptions in the U.S. and Canada.

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

Position Responsibilities

  • Analyze sales tax exemption certificates for accuracy.

  • Contact customers if documentation is missing or incomplete.

  • Apply approved sales tax exemption certificates in our state-of-the-art customized software.

  • Calculate and process sales tax credits based on exemption documentation.

  • Collaborate with a cross-functional team of like-minded individuals to provide exceptional service.

Minimum Requirements

  • High school diploma or equivalent. Bachelor's degree in Finance or Accounting preferred.

  • Customer service experience a plus.

  • Bilingual (English / Spanish) a plus.

  • Excellent communication and strong analytical skills.

  • Highly organized and detail-oriented with the ability to multitask.

Benefits

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

  • 401(k) with 6% 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.

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