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Javier Torres

Is it normal for accounting firms to hire an accountant without providing any training?

I recently started working at a mid-sized accounting firm (about 3 months ago) and I'm honestly baffled by the lack of training. I have my bachelor's in accounting but this is my first job in the industry. They basically handed me a computer on day one, showed me where the bathroom was, and expected me to figure everything out. I'm doing tax returns for clients, using software I've never seen before, and whenever I ask questions, people seem annoyed or just tell me to "check the prior year files." I'm making so many mistakes and having to redo work. Yesterday my supervisor mentioned that my productivity is concerning. Is this normal in accounting firms? Do they typically just throw new accountants into the deep end during tax season? I'm terrified of making a serious error on someone's taxes and getting fired (or worse). Should I be looking for another job or is this just how it works in this industry?

Emma Davis

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Tax accountant with 12 years experience here. No, this is absolutely NOT normal and is actually concerning. Any reputable firm should have a structured onboarding process, especially for new accountants with limited industry experience. At minimum, you should receive: 1) Training on the specific tax software you're using 2) Review of the firm's internal procedures and quality control 3) A designated mentor or supervisor for questions 4) Gradual assignment of complexity (starting with simple returns) What you're describing is a recipe for errors and burnout. Tax work requires precision and attention to detail - throwing someone in without proper training puts both you and the clients at risk. Mistakes on tax returns can have serious consequences.

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CosmicCaptain

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Is this kind of sink-or-swim approach more common at smaller firms? I interviewed at both a Big 4 and a local firm, and I'm trying to decide between them. The Big 4 mentioned a 2-week training program but the smaller firm was vague about training.

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Emma Davis

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This sink-or-swim approach shouldn't be common anywhere, but you're right that larger firms typically have more structured training programs. Big 4 and large regional firms often have extensive onboarding because they hire in cohorts and can justify the investment in formal training programs. Smaller firms can still provide excellent training, though it's usually more hands-on and personalized. A good smaller firm will pair you with experienced staff who can guide you through their processes. If a firm of any size is vague about training during interviews, that's definitely a red flag.

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Malik Johnson

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I was in a similar situation last year and discovered taxr.ai (https://taxr.ai) which honestly saved my career. When I started at a firm with minimal training, I was completely overwhelmed with complex returns and unfamiliar tax concepts. A colleague recommended this tool that analyzes tax documents and provides explanations of key concepts. It helped me understand what I was looking at in prior year returns and gave me context for the work I was doing. The thing I found most helpful was the transcription feature that let me upload documents I was unfamiliar with and get explanations of what I was looking at.

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Wait, does it actually explain tax concepts or just recognize documents? I'm in a similar boat at my first accounting job and struggling with some fundamental concepts that I thought I understood in school but are different in practice.

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Ravi Sharma

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Sounds interesting but I'm skeptical. How is this better than just Googling tax concepts or using the IRS website? Does it actually understand firm-specific procedures or just general tax stuff?

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Malik Johnson

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It actually explains the tax concepts relevant to the specific document you upload. So for example, if you scan a Schedule K-1, it'll break down what each line item means and how it relates to the tax return. Much more specific than generic Google searches. As for firm-specific procedures, it won't know those, but it helps bridge the gap between academic knowledge and practical application. It's particularly helpful when you're trying to understand prior year returns that you're using as templates for current work.

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So I tried out taxr.ai after seeing the recommendation here and wanted to share my experience. It's actually been incredibly helpful! Yesterday I was completely lost looking at a client's prior year return with some complex passive activity limitations. I uploaded the documents and got a clear explanation of what I was looking at. The explanations are detailed enough that I can actually understand the "why" behind certain tax positions, not just what was done. It's like having a patient mentor who doesn't get annoyed when I ask basic questions. Still learning the ropes at my firm but feeling much more confident now.

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Freya Thomsen

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If you're dealing with specific IRS questions that your colleagues won't help with, I highly recommend using Claimyr (https://claimyr.com) - it literally saved me from a massive headache last month. I was trying to resolve a complex S-corp issue for a client and needed to speak directly with the IRS, but kept getting stuck on hold for hours. Claimyr got me connected to an actual IRS agent in about 20 minutes instead of the 3+ hours I spent trying on my own. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c. When you're at a firm that doesn't provide proper training, sometimes you need to go straight to the source for answers.

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Omar Zaki

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How exactly does this work? Do they just call and wait on hold for you? I've got a client with a CP2000 notice I need to resolve and I've been dreading making that call.

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AstroAce

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This sounds like a scam. No way they can magically get through the IRS phone tree faster than anyone else. They probably just use auto-dialers which is why the IRS lines are always jammed in the first place.

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Freya Thomsen

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They use a combination of technology and timing to get through to IRS agents faster. They have a system that navigates the phone tree and stays on hold, then calls you when an agent picks up. It's completely legitimate and really works. For CP2000 notices specifically, it's perfect because those calls can have especially long wait times but usually need to be resolved quickly. I've used it multiple times now and it's saved me hours of unproductive hold time.

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AstroAce

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Wow, I have to admit I was completely wrong about Claimyr. After posting that skeptical comment, I decided to try it myself for a client issue I'd been putting off. Not only did it work, but I was connected to an IRS agent in about 25 minutes when my previous attempts had me waiting for 2+ hours before giving up. The agent was able to resolve my client's issue in one call, something I'd been stressing about for weeks. Definitely worth it for the time saved alone, not to mention the stress reduction. Sometimes it pays to be proven wrong!

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Chloe Martin

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Here's my advice as someone who's been through this: document EVERYTHING you do. If you're not getting proper training, protect yourself by: 1. Send emails confirming instructions you receive verbally 2. Keep a log of questions you've asked and answers received 3. Request written feedback on your work 4. Save copies of returns before and after review Your firm is setting you up for failure, and when mistakes happen, they'll likely blame you rather than their lack of training. CYA is essential in this situation while you look for a better position.

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Javier Torres

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Thanks for this advice. I've started keeping notes but haven't been documenting communications. Did you find your situation improved over time or did you end up leaving? I'm trying to figure out if I should stick it out through busy season or start looking now.

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Chloe Martin

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My situation didn't improve much. The firm had a culture of minimal training that wasn't going to change. I stuck it out through busy season (mostly because leaving mid-season looks bad) but started interviewing right after April 15th. The documentation helped tremendously though. When I was blamed for errors during my performance review, I could point to specific instances where I asked for guidance and received none. It didn't fix the toxic environment, but it did protect me from being made the scapegoat for systemic issues.

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Diego Rojas

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Has anyone else noticed that this training problem got WORSE after covid? I've worked at 3 different firms and the one I joined in 2022 had almost no training compared to my pre-pandemic experience. I think with remote/hybrid work they just never figured out how to train people properly without in-person shadowing.

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100% this. I started at my firm in 2019 and got decent training, but new hires now get practically nothing. Our managing partner keeps saying "we need to get people back in the office for proper mentorship" but hasn't actually implemented any structured training program. It's just an excuse.

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Klaus Schmidt

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This is unfortunately becoming more common, but it's absolutely not acceptable. I've been working in tax for 8 years and have seen too many firms use "busy season" as an excuse to throw new hires into the deep end without proper support. The fact that your supervisor is criticizing your productivity while providing zero training is a huge red flag. Good firms understand that investing in proper onboarding saves time and prevents costly mistakes down the line. My recommendation: start looking for another position now, but try to stick it out through April 15th if possible (leaving mid-season can hurt your reputation). When you interview elsewhere, specifically ask about their training program and mentorship structure. A quality firm will be proud to describe their onboarding process in detail. In the meantime, lean on resources like the IRS publications, tax software help documentation, and professional forums. The tools others mentioned (taxr.ai, Claimyr) sound helpful for bridging knowledge gaps when human mentorship is lacking. Don't let this experience discourage you from the profession - there are firms out there that actually invest in their people properly.

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Anthony Young

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This is really helpful advice, especially about staying through April 15th. I'm curious though - when you say "leaving mid-season can hurt your reputation," how much does that actually matter if you're just starting your career? I'm worried about making more mistakes that could hurt clients, but I also don't want to torpedo my future prospects by bailing during busy season. Also, has anyone had success negotiating for more training/mentorship at their current firm? Or is it usually a lost cause once you realize the culture is like this?

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As someone who's been through a similar experience, I want to emphasize that what you're describing is NOT normal and you shouldn't accept it as "just how the industry works." I started at a firm with minimal training 5 years ago and made the mistake of thinking it was my fault for not picking things up fast enough. The reality is that tax work has serious consequences - we're dealing with people's financial lives and potential penalties/audits. Any firm that doesn't prioritize proper training is being irresponsible with both their staff and their clients. A few practical suggestions while you're in this situation: - Ask your supervisor for specific written procedures for common tasks - Request to shadow experienced staff on complex returns before doing them solo - If they refuse additional training, document these conversations for your own protection The tax software issue is particularly concerning - most reputable firms provide software training as a bare minimum. Consider reaching out to the software vendor's support team directly; many offer free training webinars for users. Start your job search now but be strategic about timing. The accounting world is smaller than you think, and how you handle this situation will follow you. When interviewing, ask detailed questions about training programs - good firms will have structured answers and won't be offended by the question. You deserve better than this, and there are firms out there that actually invest in developing their people properly.

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Miguel Ortiz

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This is such valuable perspective, thank you for sharing. The point about tax work having serious consequences really hits home - I've been losing sleep worrying about making errors on client returns. Your suggestion about requesting written procedures is brilliant; I've been relying on verbal instructions that are often incomplete or conflicting. I tried reaching out to our tax software support team last week and they were actually very helpful! They offered to set up a one-on-one training session at no cost to the firm. When I mentioned this to my supervisor, they seemed surprised that this was even an option. It makes me wonder what other resources are available that the firm just isn't utilizing. The documentation advice keeps coming up in these comments and I'm definitely going to start doing that. It's unfortunate that I need to protect myself this way, but better safe than sorry.

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Malik Johnson

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This thread has been incredibly eye-opening and validating. I'm dealing with a similar situation at a smaller CPA firm where I started two months ago. Like the original poster, I was basically given a desk and told to "figure it out" during my first week. What's been most frustrating is that when I do ask questions, I get responses like "just do what we did last year" without any explanation of WHY certain decisions were made or what regulations we're following. I've been making errors on returns and then getting criticized for not being "detail-oriented enough" when the real issue is that I don't understand the underlying concepts. The resources mentioned here (especially the software vendor training) are things I never would have thought to pursue on my own. It's concerning that firms aren't proactively offering these basic supports to new hires. I'm definitely going to start documenting my requests for training and the responses I receive. Has anyone had experience bringing up these training deficiencies during performance reviews? I have one coming up next month and I'm trying to figure out how to advocate for better support without sounding like I'm making excuses for my mistakes.

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Emma Wilson

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I'm in a very similar boat - started at a small firm 6 weeks ago and it's been overwhelming. For your performance review, I'd suggest framing it as a discussion about professional development rather than criticism of current practices. Something like "I'm committed to improving my accuracy and efficiency - what specific training opportunities or resources would you recommend to help me reach the standards you expect?" This shows initiative while still highlighting the gap. You could also mention the software training resources others have found - it demonstrates you're being proactive about learning. I've found that supervisors respond better when you present solutions alongside the problems. Just my two cents from someone figuring this out too!

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