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      ProVision Wealth

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      ProVision Wealth reviews

      Great Company to Work For - Tax Senior ProVision Wealth Employee Review

      5.0
      Feb 1, 2024
      Tax senior
      Recommend
      CEO approval
      Business Outlook

      Pros

      Flexibility - The firm structure gives me a lot of freedom to organize my schedule based on my needs. Training - The weekly meetings/trainings help keep me up-to-date on the knowledge I need to do a great job. Management - The partners and managers are easy to talk to when I have questions, and they are always open to meeting one-on-one if I need extra help.

      Cons

      Partner interaction - At my level (tax senior), I haven't worked directly with the partners very much, so I feel disconnected from them.

      Explore other reviews about ProVision Wealth

      5.0
      Feb 15, 2024
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Remote, great benefits and PTO policy from day 1!

      Cons

      I do not have any negatives!

      1.0
      Nov 21, 2024
      Staff accountant
      Recommend
      CEO approval
      Business Outlook

      Pros

      A nice $50 DoorDash gift card during busy season, when you are working 2 weeks of time in one week. (yes this is sarcasm)

      Cons

      They had a bonus structure in prior years that made employees leave a review on Glassdoor or Linkedin. So be careful reading these comments, as most the positive comments are from the "bonus" period in past. You can clearly see not many positive reviews since then. The Cons: Communication with clients is at a level I have never seen. It is so bad, it makes you laugh. The software is also a joke, 45 minutes to sign off a binder. Literally 1-3 minutes to sign off as preparer on every single document... No IT person, just Laurie, Yet Realization is a main factor in bonuses. Avoid at all cost.

      1
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      ProVision Wealth Response
      1y
      We are sorry you didn’t have a great experience. We wish you well!
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