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Compliance Specialist

Foley Family Wines & Spirits

Hybrid > Santa Rosa, CA

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Job Description:

The History of Foley Family Wines & Spirits
In spring of 1996, Bill & Carol Foley purchased 1,000 acres of lush and fertile earth within the then relatively unknown Sta. Rita Hills region of Santa Barbara County. Their plan – produce hand-crafted Chardonnay and Pinot Noir that reflected the best of California’s Central Coast. Named for their two daughters – Lindsey & Courtney – Lincourt Vineyards was born, and with it, the beginning of Foley Family Wines & Spirits.

In the 25 years since, Foley Family Wines & Spirits has grown into one of the world’s largest producers of fine wine, adding some of the industry’s most valuable wineries, located in the most recognized winemaking regions, including Napa, Sonoma, the Pacific Northwest, and New Zealand. Today, the Foley Family Wines & Spirits portfolio boasts a number of the most-celebrated names in wine, including Chalk Hill Estate, Chalone, Ferrari-Carano, and Sebastiani.

Job Summary
Foley Family Wines has an immediate opening for a full-time Compliance Specialist at the Corporate Office located in Santa Rosa, CA. The ideal candidate will have attention to detail, organizational excellence, work within tight deadlines in a fast-paced department and be a team player. These are some of the essential skills needed to drive continuous improvement to the business and succeed in this position.

Essential Duties and Responsibilities
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other business needs.

•  Preparation, submission and tracking of regulatory filings and reports to include Federal and state filings for production and sales.
•  Preparation, calculation and filing of Excise & Sales tax for various jurisdictions. (Federal TTB, CA, NV & WA)
•  Assist with preparing and submission of alcohol beverage licenses. Including updates of corporate/owner information and obtaining new and/or canceling licenses as deemed necessary.
•  Assist with the maintenance and update of standard regulatory compliance software systems used for license, product, brand/label registrations and order fulfillment.
•  Assist with market ready compliance to include brand/product registration, distributor appointment/termination, control state codes and territory agreements.
•  Assist with new reports, amendments, Fictitious Business Statements and TTB COLA/Formula applications for multiple locations and entities.
•  Administrative duties to include filing, scanning, electronic file management, expense report reconciliation and email correspondence.
•  Assist with department projects that may include acquisitions, exclusive agency agreements and other company initiatives.
•  Other duties as assigned.

Required Knowledge, Skills & Other Abilities
•  Excellent written and oral communication skills; attention to detail and responsiveness
•  Demonstrated ability to maintain confidentiality.
•  Thrive in a deadline driven, fast paced team environment.
•  High level of integrity
•  Ability to follow through on projects with minimal supervision.
•  Interact professionally and collaboratively with team members, other departments and outside regulatory agencies.
•  Strong Excel knowledge and the ability to analyze data and prepare spreadsheets for reporting and other compliance functions.

Education & Experience
•  3-5 years of alcohol beverage compliance experience – experience in spirits highly desired
•  High school graduate, some college desirable
•  Proficient with MS Office Products.
•  Experience with industry and ERP systems: ShipCompliant, eCompli (Avalara) and NAV.
•  Notary Public Commission or ability to obtain.

Pay Scale: The base pay range offered for this position is $31.00 - $34.00 per hour. This range is what we reasonably expect to pay for this role. The actual compensation offered will be based on several factors, including but not limited to, qualifications, skills, experience, education, internal equity, and alignment with market data.

Company Core Values:
Teamwork – Be a Spirited Partner
Commitment – Crush Every Day
Quality – Good vs. Grape: It’s All in The Details
Integrity – It Takes a Community
Safety – Tend the Vines
Entrepreneurship – Love the Wine You’re With
Fun! - Smile! You Have Purple Teeth!

Foley Family Wines & Spirits provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, veteran status or any other characteristic protected under federal, state or local law.

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Additional Information:

Job Posted:
Friday, May 22nd
Type of Work:
Full Time
Job Level:
Associate
Compensation:
$31.OO ‍−‌ $34.OO

Contact Information:

Foley Family Wines & Spirits
Ursula Donahue