UNETHICAL, STRESS RIDDEN + FAVORITISM - Sales Agent Optima Tax Relief Employee Review

1.0
Dec 2, 2023
Recommend
CEO approval
Business Outlook

Pros

Hybrid work schedule and comfortability of having a paycheck

Cons

Management cannot take constructive criticism, there is little to no training for most positions. Optima has had 5 different rounds of large layoffs and each time let go of tenured employees who helped build the business from the ground up to replace them with lower paid workers. They have also began outsourcing employees to Mexico and the Philippines in effort to cut costs. For a US Tax firm that seems a bit unethical to me. They try to pride themselves on “good business practices” when they have been the most shady from the start with misleading employees and clients alike.

Explore other reviews about Optima Tax Relief

5.0
Jul 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Supportive team members, structured training, and opportunities to develop administrative and payment processing skills. Clear expectations and a professional work environment helped me stay organized and productive.

Cons

Workloads can be heavy during busy periods, and performance expectations may feel demanding. Some processes change frequently, which can require employees to adapt quickly.

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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