Tax Manager on BPM's Flowthrough team specializing in the Wine Industry, you will serve as a trusted advisor to wineries, vineyard owners, wine producers, and closely held businesses, helping them navigate complex tax regulations and achieve their long-term business goals. Leveraging your expertise in partnership taxation and flowthrough entities, you will provide strategic tax planning, compliance, and consulting services tailored to the unique challenges and opportunities facing wine industry clients.
Note: This position is onsite for candidates located in Santa Rosa and expected to follow a hybrid work schedule.What you get:- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University
Responsibilities:- Lead and review federal, state, and local tax returns for winery, vineyard, agribusiness, and related consumer product clients.
- Manage tax planning, compliance, and consulting projects, including inventory costing (UNICAP), production accounting, valuation considerations, and state apportionment for multi-state producers/distributors.
- Provide guidance on beverage alcohol regulations, excise tax considerations, and entity structures unique to the wine sector.
- Conduct technical research and provide practical recommendations tailored to the wine industry.
- Oversee and review ASC 740 tax provision work for applicable clients.
Engagement Management:- Manage multiple engagements simultaneously, ensuring timely delivery and high -quality work.
- Supervise, develop and mentor staff and seniors, contribute to team training, especially in winery-specific tax topics
- Maintain strong working relationships with clients, including controllers, winemakers, CFO's and ownership groups
- Identify opportunities for additional services, cross-selling and value-add offerings within the wine and agribusiness ecosystem
- Support the firms presence in the wine industry through participation in events, associations and thought leadership
- Assist in proposal development and onboarding of new clients
Requirements:- Bachelor's degree in Accounting, Finance, or related field.
- CPA license, EA or JD (Manager lever required
- 5+ years of public accounting tax experience, with at least 2 years focused on wineries, vineyards, agribusiness, CPG, or manufacturing environments.
- Demonstrated experience reviewing complex tax returns and managing staff.
Preferred:- Strong understanding of wine production cycles, agricultural cost accounting, UNICAP rules, and inventory costing.
- Experience with multi-entity structures, family-owned operations, or private equity-backed wine businesses.
- Familiarity with beverage alcohol regulatory requirements (TTB, excise taxes).
- Experience with cloud-based accounting/tax software and workflow platforms.
$121,000 - $160,000 a year
