Tax Manager - Flowthrough - Wine Industry Experience

BPM LLP•Santa Rosa, CA

2d•$121,000 - $160,000•Hybrid

About The Position

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. This position is onsite for candidates located in Santa Rosa and expected to follow a hybrid work schedule.

Requirements

Bachelor’s degree in Accounting, Finance, or related field.
CPA license, EA or JD (Manager level 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.

Nice To Haves

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.

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.
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 firm's presence in the wine industry through participation in events, associations and thought leadership.
Assist in proposal development and onboarding of new clients.