Wine Industry Tax Senior – Flowthrough Specialist

Bpm-LLP; Santa Rosa (CA); Hybrid; 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 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.