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      ProVision Wealth

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      ProVision Wealth Reviews

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      4.1

      82% would recommend to a friend

      (29 total reviews)

      Rob Camp

      Not enough data to show CEO approval

      85% positive business outlook

      Ratings by category

      4.3

      Career opportunities

      4.2

      Culture and values

      4.2

      Diversity and inclusion

      4.2

      Senior management

      4.2

      Compensation and benefits

      4.1

      Work/Life balance

      ProVision Wealth has an employee rating of 4.1 out of 5 stars, based on 29 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The ProVision Wealth employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      29 reviews
      3.0
      26 Apr 2016

      Recommended for new staff, not recommended for experienced tax professional.

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Wide range of clients to work with and gain experiences from. Work life balance is fair, ability to work from home. Staff/seniors are provided opportunities to work directly and communicate with clients. Potential to be a good firm with the right people.

      Cons

      Realization is a primary focus so learning opportunities are often missed. Services provided to clients are different from my experience at traditional accounting firms. Example: most staff/seniors/managers are providing advice to clients on how to invest in real estate or start a business without actual experience in those activities. Managers lack experience, technical expertise or desire to develop tax staff/seniors. High turnover among staff/seniors, culture is disrupted by loss of good people.

      avatar
      ProVision Wealth Response
      9y
      We would like to thank you for taking your time to provide us with your honest feedback. We have already discussed some ideas as how to better encourage learning opportunities without the overshadowing pressure of hours and we will continue to discuss your other comments to look for room for improvement!
      1.0
      3 Dec 2024

      reviews inaccurate

      Senior associate
      Recommend
      CEO approval
      Business outlook

      Pros

      -remote work is the main plus

      Cons

      poor management, unnecessary complex and unhelpful training/poor technology system in place, very large turnover rate

      1.0
      21 Nov 2024

      Do Not Work Here. GlassDoor reviews are part of bonus structure.

      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.

      avatar
      ProVision Wealth Response
      1y
      We are sorry you didn’t have a great experience. We wish you well!
      Viewing 1 - 3 of 29 Reviews
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      ReviewsProVision Wealth reviews

      Glassdoor has 29 ProVision Wealth reviews submitted anonymously by ProVision Wealth employees. Read employee reviews and ratings on Glassdoor to decide if ProVision Wealth is right for you.