Remote Financial Planner Jobs in Santa Rosa, CA (NOW HIRING)

BPM—where caring and community are at the core of who we are—is seeking a highly skilled Tax Supervisor or Manager (depending on experience) with winery expertise to join our growing Tax practice. In this role, you will lead complex engagements, manage client relationships across the wine industry, and collaborate with cross-functional teams to deliver exceptional service. This is an exciting opportunity for someone who understands the unique operational, regulatory, and tax considerations of vineyards, wineries, and wine distributors and enjoys partnering with clients to navigate them successfully.

Note: Those within 45 minutes of a BPM office will be expected to follow a hybrid schedule. 

• 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

• 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.

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license, EA or JD (Manager lever required/Supervisor -working towards CPA or JD is acceptable) 
• 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.

• 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

• 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 

*The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position.  Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications

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.