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BPM

Provides assurance, advisory, and tax services

Tax Manager - Flowthrough

Tax AccountingUpdated on Nov 4
Full-timeSanta Rosa, CA, USA$121k - $160k /yr

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a related field is required.
  • A CPA license, Enrolled Agent credential, or Juris Doctor is required at the Manager level.
  • At least 5 years of public accounting tax experience is required, including at least 2 years focused on wineries, vineyards, agribusiness, consumer packaged goods, or manufacturing.
  • Demonstrated experience reviewing complex tax returns and managing staff is required.
  • A strong understanding of wine production cycles, agricultural cost accounting, UNICAP rules, and inventory costing is required.
  • Experience with multi-entity structures, family-owned operations, or private equity-backed wine businesses is required.
  • Familiarity with beverage alcohol regulatory requirements, including TTB and excise taxes, is required.
  • Experience with cloud-based accounting and tax software and workflow platforms is required.

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 under UNICAP, production accounting, valuation considerations, and state apportionment for multi-state producers and 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 and ensure timely delivery of high-quality work.
  • Supervise, develop, and mentor staff and seniors, and contribute to team training, especially in winery-specific tax topics.
  • Maintain strong working relationships with clients, including controllers, winemakers, CFOs, and ownership groups.
  • Identify opportunities for additional services, cross-selling, and value-added offerings within the wine and agribusiness ecosystem.
  • Support the firm's presence in the wine industry through participation in events and associations and through thought leadership.
  • Assist in proposal development and onboarding of new clients.

About the Company

BPM

Provides assurance, advisory, and tax services

BPM LLP offers a suite of assurance, advisory, and tax services across various industries, including agribusiness, consumer business, financial services, life science, nonprofit, real estate, and technology. The company provides expertise in areas such as blockchain and digital assets, HR consulting services, corporate tax services, and Sage Intacct.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Francisco, CA
Founded
1986

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