Best. Job. Ever. - Compliance Professional Optima Tax Relief Employee Review

5.0
May 24, 2018
Recommend
CEO approval
Business Outlook

Pros

I absolutely love working at Optima. They go out of their way to make this an amazing place to work. We pride ourselves on treating every client like a person, not a number, and our managers extend that same courtesy to each employee. When managers approach me, they aren't just concerned that I'm doing my work well, but that I have everything I need and am happy. They are concerned if I am stressed or overloaded, and want to make sure that they don't overwhelm us. The base salary is reasonable, but it is the bonus plan and the benefits that really make this place incredible. They operate like a tech company: their employees are their products, so they make sure we are able to have a great work-life balance. We work hard, and we play hard. People are genuinely happy here.

Cons

Optima is constantly trying to grow and change and adapt so that they can provide the best service possible to their clients. This means that our roles and responsibilities change often, and there are no formal company documents outlining what we are supposed to do. Managers are super responsive, though.

Explore other reviews about Optima Tax Relief

5.0
Jul 17, 2026
Recommend
CEO approval
Business Outlook

Pros

Inclusive, great culture and environment!

Cons

None that I can think of

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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