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
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.
This position is not eligible for third-party or agency submissions. We will not accept unsolicited resumes from search firms or staffing agencies.