CPA Firm Senior Tax Manager

CPA Firm Senior Tax Manager — Take Over Book of Business

Mugford & DiBella, LLC — New Britain, CT

Hybrid: 3 days in office / 2 days remote

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Ask yourself a few questions before you read further…

· Can you honestly see yourself at your current firm next tax season — or does that thought give you pause?

· At this stage in your career, are you getting the advancement opportunities you deserve, or have you already outgrown your firm?

· Would becoming a partner and earning 10% firm ownership in just three years be attractive to you?

· Are you genuinely growing in your current role, or just repeating the same tax seasons year after year?

· Do your clients see you as a trusted advisor — or just the person who signs their return?

· Is your judgment respected, or second‑guessed and micromanaged?

· Would taking over a high‑quality $450K book of business finally give you the responsibility and influence you’ve earned?

· Are you in a firm that’s evolving — or one that’s stuck in old habits and outdated processes?

· Do you have a real path to ownership, or just vague promises that never materialize?

If you answered yes to these questions, Mugford & DiBella may be the right place for you.

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Why You Should Consider This Role?

This opportunity offers the rare combination of a high‑quality, impeccably maintained book of business and a firm culture that genuinely supports its people. You will inherit a $450K portfolio described by staff as “cream of the crop,” with well‑run clients, long‑term relationships, and work that is both meaningful and technically engaging. The firm provides true hybrid flexibility, a supportive environment with no office politics, and leadership that trusts professionals to manage clients their own way. Mugford & DiBella is modernizing — expanding advisory services, adopting more technology, and moving away from smaller 1040 work — and the incoming Senior Tax Manager will play a central role in shaping that evolution. For someone seeking a role with real influence, real autonomy, and a clear path to equity, this stands out.

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About Mugford & DiBella

Mugford & DiBella, LLC is a long‑established tax, accounting, and advisory firm serving closely held businesses and high‑income individuals throughout Connecticut. Founded in 1942, the firm combines deep stability with a modern, advisory‑focused vision.

The culture is consistently described by staff as supportive, respectful, and non‑political. Professionals are trusted to manage clients their own way, without micromanagement. Leadership shows appreciation, invests in people, and creates a human‑centered environment — from monthly team lunches to thoughtful gestures during tax season like bringing in a massage therapist or providing dinners.

Employees repeatedly emphasize that the firm “walks the talk” on avoiding burnout, removing bad clients, and protecting work‑life balance. They describe the environment as not toxic, collaborative, and focused on continuous improvement — a place where people help one another rather than compete.

The firm is intentionally building its next generation of leadership and investing in people who want to grow, mentor others, and help shape the future of the practice.

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About the Role

A retiring principal is transitioning out at year‑end, and the firm is seeking a Senior Tax Manager to take over his established client base and lead all aspects of client service, advisory, workflow, and staff development — and have the opportunity to earn 10% equity ownership in three years.

You will inherit a $450K book of business including closely held companies across manufacturing, construction, real estate, and other industries, as well as high‑quality individual clients. Staff describe this book as “cream of the crop,” “well‑run,” “long‑term relationships embedded to the firm,” and “clients who want real CPA technical advice.”

This is a leadership role designed for someone who wants to step into a position with meaningful responsibility. You will manage complex business and individual returns, oversee workflow, mentor staff, strengthen processes, and serve as the primary relationship owner for these clients.

The firm is modernizing — adopting more technology, shifting toward advisory, and moving away from smaller 1040 work. You will have the opportunity to influence this evolution and help shape the culture rather than adapt to a rigid one.

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Key Responsibilities (Taking Over a CPA Book of Business)

· Lead all client relationships for the inherited book

· Review ~70% of work; prepare ~30%

· Manage complex business and individual returns

· Provide tax planning and advisory services

· Assign work, manage workflow, oversee deadlines

· Mentor and develop staff

· Strengthen processes, consistency, and client experience

· Represent the firm professionally with high‑end business clients

· Participate in strategic discussions and firmwide initiatives

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Our Requirements

· CPA required (or extremely close, with active progress)

· 8–15 years of public accounting experience

· 3 years as a manager or supervisor

· Strong business‑return experience

· Experience with closely held companies

· Ability to lead client conversations and advisory engagements

· Steady, thoughtful approach to workflow and staff development

· Desire for long-term leadership and ownership

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Compensation & Benefits

· $150K–$200K salary (commensurate with experience)

· 3.5% equity per year for three years (10% total) (commensurate with performance)

· 100% employer‑paid individual health insurance

· 401(k) match: 4%

· 5 weeks PTO (vacation sick)

· Dental and disability options

· Section 125 plan

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Why This Role Matters

This is more than a replacement for a retiring principal.

It is a chance to take over a high‑quality book of business, build lasting client relationships, mentor the next generation, help modernize the firm’s advisory practice, influence strategic decisions, and shape the future of a long‑established CPA firm.

Staff describe this opportunity as rare:

A high‑level book, a healthy culture, leadership that trusts professionals, and a firm genuinely committed to improvement. For the right person, this represents a chance to build something significant over the next decade.

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How to Apply

If you’re a senior‑level CPA ready for a meaningful leadership opportunity, please submit your resume or reach out directly for a confidential conversation.

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Pay: $150,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Employee stock ownership plan
• Health insurance
• Health savings account
• Paid time off

Education:

• Bachelor's (Required)

Experience:

• CPA Firm Tax : 8 years (Required)
• CPA Firm Tax Supervisory: 3 years (Required)

License/Certification:

• CPA or close to completion (Required)

Work Location: Hybrid remote in New Britain, CT 06052

Salary : $150,000 - $200,000