Great start and quickly ran downhill. - Inside Sales Representative Optima Tax Relief Employee Review

2.0
Jul 20, 2021
Recommend
CEO approval
Business Outlook

Pros

SOME of the management and executives are amazing! Work with some great people on teams Some good benefits

Cons

Little to no training or sales training No coaching on performance, call recordings etc. zero 1:1 meetings during tenure Felt like I was a part of a scam as we were to sell tax solutions to people with tax debts but had no clear process in what we do to help them. Leaving many questions with very vague answers. Seems like there is more emphasis on spending money on image, accolades and awards to be the best workplace without actually making it the best workplace. No WFH stipend, no communication during WFH so very easy to feel isolated and alone. No virtual mixers or anything to keep engagement. The culture that is constantly celebrated is nonexistent. Started out position with amazing leaders that were supportive and understood work/life balance. Then came a new leader from debtmerica who immediately created hostility and pushed me away from the organization in the matter of 2 weeks. This person did not take the time to meet me, brushed me off when I was asking for help when I was having struggles and then called me out to the team while I was struggling insinuating I would be removed from the team after many months of performing. Demanded our lives to revolve around this position and taking any time off or not working a 6th day would reflect poorly. Also mi minimized the work of client facing roles as easy and basic. (How does this person align with an award winning culture?) Team mates that were with me from the beginning felt her taking the team down. When it was time for me to depart for a new position this “leader” took no time to talk with me or recognize me and communicated to HR I was leaving for “personal reasons”

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Optima Tax Relief Response
4y
Thank you for taking the time to write a review, and we’ll ensure your feedback is sent to the appropriate leadership. Optima always strives to continuously innovate the training and development of our employees and we’re excited about our new Onboarding and Orientation programs we have recently rolled out. We’re sorry that you feel that you didn’t get the chance to express your perspective with us while leaving the company, and we welcome your sharing more. If you have additional feedback to provide to Optima, we encourage you to please contact our Human Resources department to discuss. We wish you the best in your future endeavors!

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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