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I am trying to find an appropriate title for a talented accountant with 4 years experience in the mortgage industry

lead accountant vs senior accountant vs staff accountantAny suggestions other than senior accountant or staff accountant?


James H. Blackwell
Title: MBA Candidate
Company: Eastern Michigan University
LinkedIn Profile
(MBA Candidate, Eastern Michigan University) |

Lead Accountant

Topic Expert
Regis Quirin
Title: Director of Finance
Company: Gibney Anthony & Flaherty LLP
LinkedIn Profile
(Director of Finance, Gibney Anthony & Flaherty LLP) |

Please be advised that the title you select will be associated with a salary band, published by multiple sources. Opposite extremes - an Accounting Clerk has one salary band and a Chief Accounting Officer has another. I often use as a resource the Robert Half Salary Guide series. For your needs I recommend the "2015 Salary Guide Accounting & Finance." You will see multiple titles with multiple salary bands.

If you move right to choosing a title, don't be surprised to have a conversation with the individual two weeks later. "I have done a little research and I see that with my new title, I am underpaid."

David Campbell
Title: CEO
Company: Tier One Services, LLC
(CEO, Tier One Services, LLC) |

The title needs to be commensurate to the responsibilities associated with the role. Is the role a non-management, management, partner track? Does your organization have room for employees to grow and does the selected title provide room for that growth? Evaluate the compensation range for the role and then select from titles commensurate to that range of compensation and responsibilities.

Topic Expert
Wayne Spivak
Title: President & CFO
LinkedIn Profile
(President & CFO, |

You could always ask them what title they would like. It's interesting to see how someone see's themselves.

On the other hand, you can say "pick one of these titles", but beware of the Cesar syndrome (okay a Planet of the Apes reference)

Title: CFO
Company: C-Suite Services
LinkedIn Profile
(CFO, C-Suite Services) |

Use this as an opportunity to break out or segregate your "Accountant" roles/levels. Accountant 1 , 2, 3 or whatever you wish. Of course the paygrade follows the levels.

Topic Expert
Scott MacDonald
Title: President/Owner
Company: AlphaMac Resources, Inc.
(President/Owner, AlphaMac Resources, Inc.) |

What does their job description say?

Topic Expert
Christie Jahn
Title: CFO
Company: Prime Investments & Development
(CFO, Prime Investments & Development) |

I like Wayne's approach of asking them what they would be happy with as long as it represents their actual job duties.

Chris Shumate
Title: Accounting Manager
Company: Dominion Development Group, LLC
LinkedIn Profile
(Accounting Manager, Dominion Development Group, LLC) |

Other than a senior or staff accountant, are they managing others as part of their duties? If they are managing others then why not call them an Accounting Manager?

Depending on the size of the mortgage company I think Emerson offers a good suggestion. However, if the mortgage company has 3 accountants, now may not be the time to clarify roles for accountants 1, 2, 3, etc. Company size is important when considering titles such as these.

Regis is wise in his observation. When I was new to accounting, if my title changed I went straight to Robert Half and checked out where my salary was in relation to the new title.


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