Tax Manager - Flowthrough - Wine Industry Experience

Bpm-LLP; Santa Rosa (CA); On-site; USD 121,000 - 160,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Balance & flexibility

Professional development opportunities

Job summary

The BPM LLP tax team for the wine industry seeks a Tax Manager on the Flowthrough team to advise wineries, vineyard owners, and agribusiness on complex tax matters. You’ll lead returns, planning, and consulting while guiding staff and collaborating with clients across production and distribution.

You’ll leverage deep knowledge of UNICAP, state apportionment, and beverage tax rules to optimize client outcomes in a hybrid Santa Rosa setting.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA, EA or JD required for manager level.
• 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.

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: supervise staff, mentor, develop, and identify cross-selling opportunities.

Skills

Tax planning

Public accounting

Staff management

Client advisory

Education

Bachelor’s degree in Accounting/Finance

CPA/EA/JD credential

Tools

Cloud accounting software

Workflow platforms

Job description

BPM - where caring and community is in our company DNA; we are always striving to be our best selves; and we're compelled to ask the questions that lead to innovation. As a 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.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life-while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

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

Who is successful at BPM:

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

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 least2 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

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.