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      Optima Tax Relief

      Engaged Employer

      Optima Tax Relief reviews

      Tax Consultant - Sales - 4 Great Months on the Job - Tax Consultant Optima Tax Relief Employee Review

      5.0
      Oct 5, 2016
      Tax consultant
      Recommend
      CEO approval
      Business Outlook

      Pros

      Firm reputation is impeccable and adds to the prestige of working for such an amazing firm. Optima seeks out feedback and embraces their employees reviews. CEO, Management and owners are down to earth and easy to talk to. Culture! Fun, empowering, diverse and welcoming. Everyday is a great day at work. Good benefits and options. Sense of satisfaction from knowing that everyday our team is helping hundreds of clients nationwide reach a resolution to their haunting Tax problems I felt fully supported during my learning period and feel very comfortable reaching out for assistance at any time as our management has an open door policy and greet your question with a smile.

      Cons

      You truly cannot slack off, so if you're a slacker, this place is not for you. In order to be successful here, you do have to devote your time efficiently to the multitude of clients that you will be assigned to assist on a daily basis. The culture and environment may be fun but you must work just as hard to keep it that way.

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      5.0
      Jul 9, 2026
      Payment production assistant
      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
      Sales
      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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