Great Workplace! - Anonymous employee Optima Tax Relief Employee Review

5.0
Oct 22, 2021
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Optima is a great place to work and filled with so many wonderful individuals. There is not many companies that are able to do what Optima does, for its clients as well as its employees. The culture is awesome and there are so many events to participate in. The leaders are engaged and help drive that great culture!

Cons

There are not many cons here but if I were to choose, I would have to say the starting salary for entry level and client facing team members can use some improvement. As well as having an annual evaluation for pay increases for team members performing well in their job.

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5.0
Jul 17, 2026
Recommend
CEO approval
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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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