A WORK IN PROGRESS, BUT WITH GREAT INTENTIONS - Anonymous employee Optima Tax Relief Employee Review

4.0
Oct 18, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The company works extremely hard to continuously improve itself and it is not often that an employer cares so much about their employees. I have a friend who works in HR at another company and calls their Suggestion Box a "mini trash can." The great thing about Optima Tax is that upper management actually reads the reviews (good or bad) and takes it into careful consideration. Employee feedback is highly appreciated here and the work atmosphere is very positive. These are all important attributes a good company should exhibit. Optima Tax also offers a lot of incentives to reward employees that work hard work, exceed their goals, etc. This very "family-oriented" approach shows how much they truly care. To top it off, Optima Tax continues to create new positions/levels so their employees can grow, offer educational classes, give back generously to the community by participating in multiple charities, and much more. I have no doubt in my mind that everything this company does is with great intentions.

Cons

The training in the servicing department is lacking and I had to study and educate myself on tax law to have a better understanding of the process. I learned a lot from a few of my peers, but felt that I should have received adequate training from the company and immediate supervisors. Instead, I had to work very hard to teach myself and ensure my clients receive the quality service they deserve and hope management can pay more attention to this, rather than our numbers. Although the company often (and I mean very often) tells us how much they appreciate our work... the goals, large pipelines, and expectations don't always seem to correlate. With all of this success, it is expected that the company will experience "growing pains" and I can understand why the process has not been perfected yet. I do believe we are heading in the right direction and can appreciate the tremendous efforts.

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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