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How to Get Promoted to Manager

BONUS: 12 questions to ask of staff.

By Marc Rosenberg
The Rosenberg Practice Management Library

CPA firms have many different titles or positions. We’ll address the most common:

  • Staff
  • Senior
  • Manager

MORE: How to Create a Path to Partner | Making Partner: What Managers Need to Know | The 17 Rules for Making Partner at a CPA Firm | Who Shouldn’t Be a Partner? | Nine Reasons People Are Promoted to Partner | How to Make Partner?
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I often use the term “staff” to refer to anyone who is not at the partner level. This is different from a “staff-level” associate, who typically has only a few years or less of experience in public accounting. This post addresses what it takes to advance from staff to senior and from senior to manager.