Tax Senior - Flowthrough - Wine Industry Experience Required
AI Summary
Tax Senior supporting flowthrough tax engagements for winery, vineyard, and agribusiness clients; prepares and reviews tax returns, assists with planning and compliance, and communicates directly with controllers and owners.
About this role
Flowthrough Tax Senior – Winery Focus
Overview
BPM—where caring and community are at the core of who we are—is seeking a talented Tax Senior with winery experience to join our growing Flowthrough (PCS) Tax practice. This role is ideal for a tax professional who enjoys working with closely held businesses and has a strong understanding of the unique operational, accounting, and tax considerations of vineyards, wineries, and wine distributors.
As a key member of the team, you will support complex tax engagements, collaborate with cross-functional teams, and build meaningful client relationships while contributing to high-quality service delivery across the wine and agribusiness sector.
Note: Candidates within 45 minutes of a BPM office will be expected to follow a hybrid schedule.
Key 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
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
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, dedicated coaching, and rich learning through BPM University
Skills
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