Boiler Room Atmosphere - Account Executive Optima Tax Relief Employee Review

1.0
Jun 18, 2019
Recommend
CEO approval
Business Outlook

Pros

Decent hourly pay and bonuses

Cons

Disorganization False promises to clients Boiler Room Pressure to enroll candidates this will not help Fees not beneficial in clients favor

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Optima Tax Relief Response
7y
Dear Former Associate, I would like to personally apologize for the negative experience you had at OTR. I can assure you that I never intended our environment to feel like a "Boiler Room" - and it disturbs me that it felt that way to you. I would love the opportunity to communicate via phone/email with you so that I can make sure that we address the issues that you had. Please reach out to me personally via email/phone so I can try to make things right with you and try to make up for the negative experience. David King CEO - Optima Tax

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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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