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ProVision Careers

The best clients, exceptional culture, comprehensive benefits & a valuable understanding of taxes and business.

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JOIN THE TEAM

Across all areas of our company, we are constantly striving to improve. We welcome those who want to own their career and who believe in making a difference in the lives of others.

At ProVision, you are more than just an employee.

You are our partner in providing the value and high level of service our clients and employees have come to expect. We foster innovation, diversity, ethics and integrity to strengthen our organization and our people, and to respond to our clients’ needs.

Across all areas of our company, we are constantly striving to improve. We welcome those who want to own their career and who believe in making a difference in the lives of others.

Our Culture

At ProVision we’re committed to attracting talented, highly motivated people who love the challenge of working for an industry innovator. We are devoted to developing our employees and creating a workplace culture that embraces diversity, and drives business and personal success through equal opportunity advancement and work/life initiatives.

Our collaborative, people-focused culture encourages mutual respect, open communications and ongoing learning. Broaden your career path and your mind through our education, training, and performance management initiatives. And outside the office, you’ll enjoy the freedom and flexibility to spend time with the people you care about most.

We are excited about helping you achieve optimal performance in your career and in your personal life. ProVision offers you the resources to help you take that next evolutionary step. As a ProVision employee you will have the opportunity to work with our clients through a broad range of tax, business, and wealth planning services, and to carry out our mission: “Contribute to the success of premium clientele by providing superior service through an elite team of proven professionals”.

ProVision fosters an environment that promotes responsibility and self-accountability, not micromanagement. If you are looking for a “politics free” environment, professional challenge, and unparalleled vertical opportunities, come grow with us – we want to hear from you!

Leveraging Our Kolbes

You’ll notice we provide our Kolbe A Index results as part of who we are. That’s because our Kolbe A Index results help us leverage our own natural talents, as well as those of our entire team.

We encourage each ProVision team member to leverage their natural talents by showing off their Kolbe A Index results. And, we do the same with our clients – the Kolbe A Index is included in our services.

Benefits

At ProVision we understand that the importance of human performance is more in focus now than at any other time in history. We also understand that work/life balance is the key formula for optimal employee performance. And the path of employee development is the surest way for you to learn and grow. So, at ProVision we invest in our people. We know that our reputation for revolutionary thinking and innovative wealth strategy solutions comes from motivated professionals committed to higher levels of excellence – and we reward our people for their performance.

We offer a comprehensive benefits package to help you get the most out of life. And we encourage ongoing professional and personal development that can help enhance current job performance, as well as prepare you for future opportunities at ProVision.

Our employee benefits package is comprehensive and competitive. It includes:

  • Premium Medical and Prescription Plans
    100% company paid premiums for full time employees.
  • Premium Dental Assistance Plan
    Flexible options from single only to family plans.
  • Supplemental Insurance Options
    Robust offerings available for disability, life, cancer, accident, sickness, and intensive care plans.
  • Flexible Expense Plan
    Opportunity to ear mark pre-tax dollars for a variety of plans.
  • Company-Paid Holidays
  • Generous PTO Offering
  • Premium Education / Training Reimbursement Policy
  • First-rate company education/training tuition reimbursement policy.

Like you, we are excited about achieving optimal performance in your career, and in your personal life.

Career Opportunities

Tax Staff

In the Tax Staff position, the successful candidate will:

  • Provide guidance on the tax implications of business investments and transactions
  • Assist senior management on client engagements
  • Develop and implement tax-efficient structures for US investments
  • Assist in the compliance aspects of US tax for corporations, partnerships, LLCs, S-corporations and individuals
  • Ensure tax filings comply with standards regarding property investments, income, and allocations
  • Provide technical tax expertise regarding tax-efficient structures and planning
  • Review tax estimates and projections
  • Research and manage complex tax matters, including planning and compliance
  • Respond to inquiries from regulatory authorities
  • Staying current on recent tax developments within the US
  • Provide meaningful feedback in a timely manner; and keep leadership informed of progress and issues

Basic Qualifications:

  • Bachelor degree in accounting required
  • Certified Public Accountant (CPA) license or working towards obtainment of licensure
  • 1-3 years tax experience tax experience including tax planning, compliance, and preparation
  • Thorough knowledge of the tax impact to individuals and their business and investments
  • Ability to manage multiple projects and meet deadlines is a must
  • Strong organizational, time management and follow through skills
  • Excellent verbal and written communication skills
  • Integrity, dependability, and trustworthiness

Preferred Qualifications:

  • Masters of Tax degree preferred
  • Big 4 firm experience preferred
  • Computer proficiency with software programs such as RIA Checkpoint, Prosystem fx, CCH Engagement, CCH Practice, QuickBooks, Microsoft Excel and Microsoft Word
Tax Senior

Responsibilities:

In the Tax Senior position, the successful candidate will:

  • Provide guidance on the tax implications of business investments and transactions
  • Assist senior management on client engagements
  • Develop and implement tax-efficient structures for US investments
  • Assist in the compliance aspects of US tax for corporations, partnerships, LLCs, S-corporations and individuals
  • Ensure tax filings comply with standards regarding property investments, income, and allocations
  • Provide technical tax expertise regarding tax-efficient structures and planning
  • Review tax estimates and projections
  • Research and manage complex tax matters, including planning and compliance
  • Respond to inquiries from regulatory authorities
  • Staying current on recent tax developments within the US
  • Provide meaningful feedback in a timely manner; and keep leadership informed of progress and issues.
  • Demonstrate qualities of a team leader and assist in mentoring Tax Staff

Basic Qualifications:

  • Bachelor degree in accounting required
  • Certified Public Accountant (CPA) license or working towards obtainment of licensure
  • 2-5 years tax experience tax experience including tax planning, compliance, and preparation
  • Thorough knowledge of the tax impact to individuals and their business and investments
  • Ability to manage multiple projects and meet deadlines is a must
  • Strong organizational, time management and follow through skills
  • Excellent verbal and written communication skills
  • Integrity, dependability, and trustworthiness

Preferred Qualifications:

  • Masters of Tax degree preferred
  • Big 4 firm experience preferred
  • Computer proficiency with software programs such as RIA Checkpoint, Prosystem fx, CCH Engagement, CCH Practice, QuickBooks, Microsoft Excel and Microsoft Word
Tax Manager

Responsibilities:

In the Tax Manager position, the successful candidate will:

  • Provide guidance on the tax implications of business investments and transactions
  • Oversee client engagements
  • Develop and implement tax-efficient structures for US investments
  • Direct and assist in the compliance aspects of US tax for corporations, partnerships, LLCs, S-corporations and individuals
  • Ensure tax filings comply with standards regarding property investments, income, and allocations
  • Provide technical tax expertise regarding tax-efficient structures and planning
  • Review US tax estimates and projections
  • Research and manage complex tax matters, including planning and compliance
  • Respond to inquiries from regulatory authorities
  • Staying current on recent tax developments within the US area
  • Work closely with senior management in mentoring, supervising and evaluating staff

Basic Qualifications:

  • Bachelor degree in accounting required
  • CPA license required
  • 5-8 years tax experience tax experience including tax planning, compliance, and preparation
  • 1+ years of management experience
  • Thorough knowledge of the tax impact to individuals and their business and investments
  • Ability to manage multiple clients and responsibilities simultaneously is a must
  • Strong organizational, time management and follow through skills
  • Excellent verbal and written communication skills
  • Integrity, dependability, and trustworthiness

Preferred Qualifications:

  • Masters of Tax degree preferred
  • Big 4 firm experience preferred
  • Computer proficiency with software programs such as RIA Checkpoint, Prosystem fx, CCH Engagement, CCH Practice, QuickBooks, Microsoft Excel and Microsoft Word
Senior Tax Manager

Responsibilities:

In the Senior Tax Manager position, the successful candidate will:

  • Provide guidance on the tax implications of business investments and transactions
  • Lead client engagements
  • Develop and implement tax-efficient structures for US investments
  • Direct and assist in the compliance aspects of US tax for corporations, partnerships, LLCs, S-corporations and individuals
  • Ensure tax filings comply with standards regarding property investments, income, and allocations
  • Provide technical tax expertise regarding tax-efficient structures and planning
  • Review US tax estimates and projections
  • Research and manage complex tax matters, including planning and compliance
  • Respond to inquiries from regulatory authorities
  • Staying current on recent tax developments within the US area
  • Lead technical tax training for staff
  • Work closely with senior management in mentoring, supervising and evaluating staff

Basic Qualifications:

  • Bachelor degree in accounting required
  • CPA license required
  • 7-10 years tax experience tax experience including tax planning, compliance, and preparation
  • 4+ years of management experience
  • Thorough knowledge of the tax impact to individuals and their business and investments
  • Ability to manage multiple clients and responsibilities simultaneously is a must
  • Strong organizational, time management and follow through skills
  • Excellent verbal and written communication skills
  • Integrity, dependability, and trustworthiness

Preferred Qualifications:

  • Masters of Tax degree preferred
  • Big 4 firm experience preferred
  • Computer proficiency with software programs such as RIA Checkpoint, Prosystem fx, CCH Engagement, CCH Practice, QuickBooks, Microsoft Excel and Microsoft Word

Application for Open Position







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