Highly Recommend - Anonymous employee Optima Tax Relief Employee Review

5.0
Apr 9, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

This is a fantastic company with an outstanding culture and a truly positive work environment. The work-life balance is one of the best aspects of working here, and leadership genuinely encourages employees to maintain it. The atmosphere is supportive and nurturing, making it a place where people can grow professionally while feeling valued personally. One of the things that stands out most is that upper management truly listens. Feedback is taken seriously, and employees feel heard and respected. Overall, it’s a positive, collaborative workplace where people are set up to succeed.

Cons

The culture, leadership, and work-life balance are excellent, though the PTO policy could be enhanced to better match the supportive environment the company has built.

Explore other reviews about Optima Tax Relief

5.0
Jul 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Supportive team members, structured training, and opportunities to develop administrative and payment processing skills. Clear expectations and a professional work environment helped me stay organized and productive.

Cons

Workloads can be heavy during busy periods, and performance expectations may feel demanding. Some processes change frequently, which can require employees to adapt quickly.

3.0
Jul 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Flexible for the most part (for now) Happy that there are less agents. i just hope they don't over hire once or if it gets busier. Hope there are improvements and environment gets better like the old Optima days.

Cons

-Not much culture left. -Taken away bonuses. keeps getting worse and more strict rules and changes. -Wish they would have a rule where employees who drive far have more opportunity to work from home again. I personally do better and wouldn't have to waste so much time on the road in traffic. i can spend more time with family and I could be working more if anything.... As long as the money is still decent during slow times and I'm not going into my savings. Then we're good. I hope it gets busy again and they don't over hire once it does.... -Servicing/back-end needs to do better work. Us sales agent's and company lose A LOT of money due to this. Has been giving our company a bad name/brand. We are not the only company out there anymore. there's a lot of competition. Hopefully they listen to their employees since we also deal with the back lash from the back end complaints. Not cool for our clients to spend a lot of money and be ignored afterwards.

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