Tax Senior - Flowthrough - Wine Industry Experience

Bpm-LLP; Santa Rosa (CA); On-site; USD 81,000 - 100,000; Full time

Benefits offered by this job

Flexible PTO

Remote work options

CPA exam resources

Job summary

BPM is seeking a Tax Senior on the Flowthrough team, focusing on the wine industry. You will handle partnership, S corporation, and individual tax matters for wineries, vineyards, and agribusinesses, collaborating with clients and leadership to optimize strategies.

The role emphasizes tax planning, complex returns, and cross-state considerations, with a hybrid onsite schedule in Santa Rosa. CPA status is preferred; 3–5+ years public accounting is expected.

Qualifications

• CPA preferred or in progress.
• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5+ years of public accounting experience, with a focus on flowthrough taxation (partnerships and S corporations).
• Experience working with winery, vineyard, agribusiness, or consumer products clients.

Responsibilities

• Prepare and review federal, state, and local tax returns for flowthrough entities (partnerships, S corporations) within the winery, vineyard, and agribusiness sectors.
• Assist with tax planning and consulting engagements, including multi-state compliance and entity structuring considerations.
• Support inventory costing and accounting analyses, including UNICAP (§263A), production accounting, and valuation matters.
• Prepare workpapers and documentation related to complex tax positions.
• Conduct tax research and apply findings to client-specific recommendations.
• Assist in addressing tax implications related to wine production cycles, agricultural operations, and distribution models.
• Support compliance and advisory work related to excise tax and beverage alcohol regulations (e.g., TTB considerations).
• Work with clients with multi-entity structures, including family-owned operations and private equity–backed winery businesses.
• Communicate directly with clients, including controllers, CFOs, and owners, to gather information and provide updates.
• Manage multiple engagements simultaneously while meeting deadlines and maintaining quality standards.
• Identify opportunities to provide additional value to clients through tax planning and process improvements.

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA preferred or in progress

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 Senior on BPM's Flowthrough team specializing in the Wine Industry, you will play a key role in helping wineries, vineyard owners, wine producers, and family-owned businesses navigate complex tax and business challenges. In this role, you'll work directly with clients and firm leadership on a variety of partnership, S corporation, and individual tax matters unique to the wine industry. Your contributions will help clients optimize tax strategies, preserve wealth across generations, and make informed business decisions in an evolving economic and regulatory environment.

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 at our Santa Rosa office 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:

• Prepare and review federal, state, and local tax returns for flowthrough entities (partnerships, S corporations) within the winery, vineyard, and agribusiness sectors
• Assist with tax planning and consulting engagements, including multi-state compliance and entity structuring considerations
• Support inventory costing and accounting analyses, including UNICAP (§263A), production accounting, and valuation matters
• Prepare workpapers and documentation related to complex tax positions
• Conduct tax research and apply findings to client-specific recommendations
• Assist in addressing tax implications related to wine production cycles, agricultural operations, and distribution models
• Support compliance and advisory work related to excise tax and beverage alcohol regulations (e.g., TTB considerations)
• Work with clients with multi-entity structures, including family-owned operations and private equity–backed winery businesses
• Communicate directly with clients, including controllers, CFOs, and owners, to gather information and provide updates
• Manage multiple engagements simultaneously while meeting deadlines and maintaining quality standards
• Identify opportunities to provide additional value to clients through tax planning and process improvements

Requirements:

• CPA preferred or in progress
• Bachelor’s degree in Accounting, Finance, or related field
• 3–5+ years of public accounting experience, with a focus on flowthrough taxation (partnerships and S corporations)
• Experience working with winery, vineyard, agribusiness, or consumer products clients

$81,000 - $100,000 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.