Decent resume builder, weak pay - Anonymous employee Optima Tax Relief Employee Review

3.0
Dec 13, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

-company culture -can get promoted easily if you work hard and get noticed, looks good on resume to be promoted in a short amount of time

Cons

-pay is definitely below market value. -Sales gets overpaid and everyone else has to deal with their mess. After the tax associates make the sale for the first resolution payment, they no longer have no obligation to help the client. They sell the clients on a huge reduction and false hopes and in return that is not the outcome for 80-90% of our clients. They then are upset and are unable to pay their high fees and case managers, customer service, tax preparers have to deal with these irate customers because they are led to believe one thing and are presented something else. -some higher uppers or management are inadequate and only there due to seniority. they are not fit to lead.

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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