Can you jump from a tax staff to a manager? With cpa and 5 years experience?

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I had this experience. Had 4.5 years with CPA, was at a small CPA firm basically no senior position, only staff or supervisors. I worked 2 years there and got promoted as supervisor. When I move to big 4, I wanted to be nice and just said I don’t mind start at staff II, and partner promised to promote me at the same year to senior. Then I got set up and found out I was not eligible for promotion at that year due to my start date. So I moved to another big 4 as senior, and because I was doing great, I was promoted to manager after 1 year. So just believe yourself, it’s not that hard, and just take it when the opportunity comes

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If you haven’t had experience managing small time engagements as a senior and the staff along with it no one is going to promote you to manager to manage staff and seniors on large projects.

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No riskit, no biscuit. Send it

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I did manage small engagements

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Then why were you never promoted to a senior?

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I don’t really know what “tax admin” is to judge what that experience was. It sounds like what my old firm probably had tax interns doing. A lot of tax preparation at regional firms is just scanning and using OCR to populate the tax software, which really requires little tax skill. But if the person’s title is “tax intern” people wouldn’t necessarily say it’s irrelevant experience.

I think the short answer is no unless you are extremely valuable, can show that another firm of similar size is offering manager position, and your past experience and how you performed justifies it to a point where it won’t make a stir with the rest of the firm/employees

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Yes, you can jump as a manager with 5 years of experience when moving to a small firm but do you really want that? As a manager there is a lot more you do than just your regular work. Also, does the new employer have different level as staff, Senior? If yes, it maybe hard to get the manager position but anything is possible in this market.
There is a reason everyone says that your first year as a manager and partner are the hardest years. Personally, I would rather come as Senior with a promise I contract to be promoted to manager next year. This gives you time to learn their softwares, how they handle different things, and build relationships.

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Also some firms offer “manager” title and it’s almost like being a business owner, they expect you to be the point of contact and handle EVERYTHING! I turned it down because if. I was going to do everything from admin to collections then I should just have my own firm.

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Are you actually ready to be a manager?

I think yes, but seek for some advice

With the staffing shortage titles don’t always equate to what you’re actually doing. You could get hired as a manager but still predominantly prep tax returns. I’ve heard SMs and directors are prepping too so just keep that in mind. So if you want the title then go for it! They know your experience and are willing to make you a manager.

I think you would need more managing experience for that role

It's possible, but you might be setting yourself up to fail.

Can you enter the NBA straight from high school? Sure, and if you're a one in a million talent then you could succeed at it too. Generally, however, folks need the development that college basketball brings to really succeed in the NBA.

Are you okay with obtaining the title and end up being a sucky manager?

Are you technically strong? Can you help seniors with complex technical issues? Can you identify issues without SALY? Are clients coming to you to ask questions? How comfortable are you signing the returns and be the last stop before they go to the authorities? Answering these questions will help you to understand if you are ready or not.

I’m not in big 4, and I understand what the title “should” be doing m, but given the current environment we have managers and directors and some partners preparing and I’m predominantly preparing as well even though I’m a supervisor. Some firms bring in managers for the salary they want but treat them like seniors. Not that it’s right, but I can see a small firm paying manager wages for a preparer if they are super short staffed. Not great for development but good for the pocketbook!

If someone offers you the job take it. But keep in mind, managing people is a skill as well, you push to hard, they do nothing, don’t push at all they do nothing. Then you also have to be good work wise. The people below you know right away if you know what your doing. And will complain if you don’t give guidance. I’m working with a senior manager and he is not even good enough to be a manager. Probably there cause of nepotism. Just your first year will be a lot of work.

That being said, if it’s a good firm, good people, take it but be honest, don’t lie about your experience. This way the senior manager you work with knows you will need a bit more guidance.

I don't know why you'd want to. Manager is prob the worst position in terms of stress/compensation ratio.

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