Manage complex tax engagements for wineries, oversee client relationships, provide tax planning, and mentor staff in winery-specific tax topics.
BPM—where caring and community are in our company DNA. We are seeking a highly skilled Tax Manager with winery experience to join our expanding Tax practice. This individual will manage complex tax engagements, oversee client relationships across the wine industry, and collaborate with cross-functional teams to ensure exceptional client service. This is an excellent opportunity for someone who understands the unique operational, regulatory, and tax challenges of vineyards, wineries, and wine distributors.
While we prefer candidates who live within close proximity to wine country and can work in a hybrid capacity, we are also open to considering highly qualified remote applicants with strong winery industry experience.
Key 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.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values
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, CFOs, 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.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA license, EA or JD
- 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.
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.
BPM Offers:
- Balance & Flexibility: 14 firm holidays (including 2 floating), Flex PTO, paid family leave, winter break, summer hours, and remote work options.
- Total Rewards: personalized benefits, including 401(k) employer match; multiple medical, dental, vision offerings with up to 90% employer‑paid premiums; and pet insurance.
- Well‑Being: interactive wellness platform, progressive mental‑health resources, and Colleague Resource Groups (CRGs).
- Professional Development: performance‑based bonuses, tuition reimbursement, dedicated coaching, and rich learning 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
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.
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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.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
Top Skills
Cloud-Based Accounting Software
Digital Collaboration Tools
Tax Software
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