Tax Manager with Winery Experience

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. 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.

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, 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.