Climbing the Ladder in a CPA Firm Without One

Building a Career in Accounting Marketing
“You’re hired!”
But then what?
For far too many accounting marketers, the first day on the job is also the last time anyone talks about their future.
Unlike their peers in audit or tax, marketing professionals in accounting firms rarely have a clearly defined career path. They’re often brought in to “do marketing” — a role that could mean anything from managing events and writing bios to overhauling the website, building a brand, or even driving new revenue. But where it leads? That’s anyone’s guess.
And that’s a problem for the marketer and the firm.
Marketing Is a Career, Not a Catch-All
The reality is that marketing in accounting has matured. We’ve moved far beyond the days when marketing meant printing business cards or booking golf outings. Today’s firms need marketers who can drive revenue growth, elevate brand perception, build client experience strategies and even shape culture.
Yet many firms still don’t provide marketers a real career path. They hire a coordinator or manager, hand them a wide (and often unrealistic) set of expectations, and then wonder why the role turns over every 18 months.
It’s not because marketers don’t like the work. It’s because they don’t see a future.
According to the Pulse of the American Worker Survey, 80% of employees who consider leaving their job say lack of career advancement is a key reason. If you’re not showing your marketing team what’s next, you’re silently encouraging them to find it elsewhere.
What a Career Path Can Look Like
A career path doesn’t require a huge team or a big budget. It requires clarity, structure and a willingness to see marketing as a discipline, not a department that runs on vibes.
In most firms, there are three main tracks in the marketing function:
- Those who set the direction (CMO, director)
- Those who manage the process (manager, supervisor)
- Those who get the work done (specialist, coordinator, assistant)
Let’s explore each of these roles a bit more in depth:
Those Who Set the Direction
These are your strategic leaders. The people shaping the firm’s growth vision and aligning marketing and business development to make it happen.
- Chief Marketing Officer (CMO) or Chief Growth Officer (CGO). These roles are part of the C-suite, often functioning as partners if they are not partners already. They align marketing with firmwide goals and are just as likely to weigh in on operations or talent strategy as branding or lead gen.
- Experience: 15+ years
- Education: Bachelor’s degree required; master’s preferred
- Skills: Executive leadership, strategic planning, business acumen, data analysis, communication, diplomacy
- Key Traits: Visionary, confident, collaborative, change-oriented, results-driven
- Marketing Director. The most common strategic role in firms of all sizes. They manage the full marketing function and may also lead sub-teams such as digital, communications or client experience. Not always C-suite, but always influential.
- Experience: 10+ years
- Education: Bachelor’s degree required; advanced degree helpful
- Skills: High-level strategy, team leadership, cross-functional collaboration, trend spotting, performance measurement
- Key Traits: Strategic, analytical, modern, strong communicator, persuasive
Those Who Manage the Process
This middle tier keeps the engine running. They translate strategy into plans and ensure execution happens on time, on budget and on message.
- Marketing Manager. They may lead people, projects or both. They own specific initiatives like proposal development or content calendars and are often the bridge between firm leadership and the execution team.
- Experience: 7+ years
- Education: Bachelor’s degree with specialized training or certification
- Skills: Project management, people management, vendor coordination, tactical planning, creative execution
- Key Traits: Organized, decisive, collaborative, proactive, results-oriented
- Marketing Supervisor. They are just stepping into leadership and are more independent than entry-level roles. They often work on special projects, manage vendors and support process improvement.
- Experience: 5+ years
- Education: Bachelor’s degree, plus relevant certifications or training
- Skills: Workflow management, quality control, hands-on execution, early-stage leadership
- Key Traits: Detail-oriented, self-starter, helpful, steady under pressure
Those Who Get the Work Done
This group is critical. They are the ones who produce the deliverables, manage logistics and keep day-to-day operations moving. Great execution here sets the tone for your whole department.
- Marketing Specialist. Often the “doers” in areas like digital, design or content creation. With strong skills in one area, they may also operate as generalists in smaller firms.
- Experience: 3–5 years
- Education: Bachelor’s degree; certifications in digital, content, SEO, etc.
- Skills: Execution across a specialty (e.g., digital, content, social, PR), analytics, campaign management
- Key Traits: Creative, reliable, deadline-driven, self-motivated
- Marketing Coordinator. A generalist learning the ropes. They need mentorship and clear direction to succeed, not just a to-do list.
- Experience: 0–3 years
- Education: Bachelor’s degree
- Skills: Event coordination, CRM/database management, logistics, copywriting, basic graphic editing
- Key Traits: Inquisitive, eager, detail-oriented, responsive, adaptable
- Marketing Assistant. Often shared with other departments, assistants provide clerical support. Some stay in this role long term, while others use it as a springboard.
- Experience: 0–2 years
- Education: High school diploma or associate’s; some college preferred
- Skills: Administrative support, data entry, scheduling, document prep
- Key Traits: Organized, helpful, accurate, friendly, quick to learn
Each of these roles builds on the next. And while not every firm will have every rung of the ladder, showing your marketer what “up” could look like gives them a reason to stay.
Even a solo marketer can grow if you give them access to bigger projects, new skills and stretch assignments that align with business goals.
Titles Should Match Responsibilities
Too many firms hand out titles based on what “sounds right” rather than what the role actually entails. A fresh college graduate hired as a “marketing director” may feel flattered until they’re expected to deliver CMO-level strategy on a coordinator’s budget (and salary). It’s a setup for frustration, burnout and misalignment.
Likewise, a seasoned director hired into a leadership role should be empowered to lead. If you’re not ready to give them a seat at the table, don’t call it a strategic role.
A better approach? Define the expectations of each level — including scope of work, authority and success metrics — and align title and compensation accordingly.
The Outsourcing Opportunity
Career progression doesn’t always mean managing people. In many firms, there’s no one else to manage. But marketers can still grow by managing projects, vendors and strategic initiatives.
In fact, the rise of the gig economy makes it easier than ever to create a “plug-and-play” team of experts around an in-house marketer. When a coordinator starts overseeing the firm’s content strategy and managing freelance writers, they’re leveling up their leadership, even without direct reports.
The key is to recognize and reward this kind of responsibility, and show your marketers how they’re developing skills that can carry them forward.
Build the Ladder — or Lose the Talent
Firms invest time and money in recruiting the right marketing talent. But if you don’t give them a path to grow, that investment is wasted. They’ll leave for a company that does.
Creating a career path doesn’t mean locking someone into a rigid hierarchy. It means offering:
- Clarity on how to advance
- Opportunities to learn new skills
- Recognition for strategic thinking
- Stretch projects tied to business outcomes
- A culture that sees marketing as a contributor to firm growth, not a cost center
The truth is, marketers want what accountants want: a future.
If you build a ladder, or even just show them where the rungs could be, you give your firm a better shot at long-term growth, continuity and brand excellence.
Plan Your Next Move
If you’re an accounting marketer reading this and wondering what your next step could be, start by asking two questions:
- What part of marketing am I best at?
- What role would let me do more of that — with more strategy, more visibility or more impact?
Use these answers to have conversations with your firm about your future. They are hard conversations to stomach, but without them, you may find yourself stuck on the same rung for a long time. Or you can share what your path could look like, what you can and should do next to help the firm. It’s how you show your firm that you are thinking about and ready for what’s next.
And if you’re a firm leader, ask yourself: Am I hiring marketers just to get things done? Or am I investing in leaders who can shape the future of my firm?
Be honest with yourself and your marketer when answering those questions. That’s the easiest way to make sure you’re on the same page. But know that the best marketers are already thinking about what’s next for their careers. You have to be ready to give it to them or willing to say goodbye.
No one climbs a ladder that doesn’t exist. But they will climb one you help them build.
About Katie Tolin

Katie Tolin is the president and chief growth guide at CPA Growth Guides. She’s a former in-house marketer having spent time at regional, super-regional and national accounting firms. Today she helps CPA firms drive top-line revenue and profitability through data-driven marketing strategies. She’s a past president of AAM, a former marketer of the year and was inducted into the Accounting Marketing Hall of Fame.
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
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