Sr. Account Representative - Anonymous employee Optima Tax Relief Employee Review

4.0
Jun 27, 2017
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Flexible Schedule, good training and overall positive atmosphere

Cons

offering an option to procrastinators can be frustrating at times, but this will train you to be better at benefit selling

Explore other reviews about Optima Tax Relief

5.0
Jul 14, 2026
Recommend
CEO approval
Business Outlook

Pros

One of the few places that has such a care and family like culture.

Cons

Wish there was everyday progress to see where I need to improve or grow more on.

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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