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Creative Planning

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Plenty of opportunity in a fast-growing tax practice - Tax Director Creative Planning Employee Review

5.0
12 Jun 2026
Recommend
CEO approval
Business outlook

Pros

There is significant client growth, which creates promotion opportunities without someone having to leave, and lack of time tracking allows me to get to know my clients and take the time to answer their questions versus worrying about realization / billing them for it. Seems like high performers are given autonomy in running their book.

Cons

Growth also means lots of changes to processes, which generally improve things, but there have been bumps along the way. Although not a traditional public accounting firm the tax season still has elevated hours (60+) in the spring.

Explore other reviews about Creative Planning

5.0
26 May 2026
Recommend
CEO approval
Business outlook

Pros

Flexible working hours Competitive pay structure

Cons

Sometimes work can be repetitive

4.0
5 Jun 2026
Recommend
CEO approval
Business outlook

Pros

High emphasis on training and consistency across the entire firm.

Cons

The fast growth of the business has led to too much responsibility given to some members of team.

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