6 Week Review - Tax Associate Optima Tax Relief Employee Review

5.0
Oct 3, 2018
Recommend
CEO approval
Business Outlook

Pros

-Excellent hiring experience from interview to on boarding material, HR help (Christina Truong) is professional and courteous. -Excellent Management (Kevin Romine, Michelle Botta, Shannon Payne, Neil Leaves) they make you feel appreciated, very knowledgeable, patient and always available to help. -Excellent Training... they spend a week getting you prepared for the sales floor and Raymond Dinnen is an absolute stud. -Great Environment and Culture for Success... Team Leads are patient, experienced and knowledgeable. Everyone is very helpful. Bonuses are fun, raffles and other games. Flexible schedules and OT opportunities. Company events and they are not oppose to celebrating holidays within the company with decoration and what now... everyone gets involved which makes it fun. -Compensation, nothing huge in compensation for the first 2 months. Everyone around you that has been there at least 3 months seems to be making a decent amount of money. -Leads are distributed out evenly! -Leadership... I believe great organizations start at the top, our CEO David King and Co-Owner Harry give off the vibe of CARING FOR THE CLIENT AND EMPLOYEES. They stop by and see how we are doing, they join events and they update us on whats going on in our industry. It really feels like we are all along for the ride together. I'd highly recommend great people to apply.

Cons

Tons of meetings that may take you out of your daily job rhythm. I feel once you're 2 months in the job simplifies. In the beginning you may find yourself taking work home with you for the first 6 weeks. Again this will likely change once you understand the basics and don't have to review in these meetings.

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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