Is Optima Tax Relief a good company to work for?

Optima Tax Relief has an overall rating of 4.7 out of 5, based on over 638 reviews left anonymously by employees. This rating has increased by 9% over the last 12 months. 96% of employees would recommend working at Optima Tax Relief to a friend and 90% have a positive outlook for the business. The best reviews about Optima Tax Relief have been left by employees working as Customer Service Representative , Senior Tax Associate and Tax Preparer .

Does Optima Tax Relief pay their employees well?

According to anonymously submitted Glassdoor reviews, Optima Tax Relief employees rate their compensation and benefits as 4.4 out of 5. Find out more about salaries and benefits at Optima Tax Relief . This rating has improved by 11% over the last 12 months.

How satisfied are employees working at Optima Tax Relief ?

96% of Optima Tax Relief employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated Optima Tax Relief 4.6 out of 5 for work life balance, 4.7 for culture and values and 4.7 for career opportunities.

What are the top reviewed jobs at Optima Tax Relief ?

Tax Associate (85) , Case Manager (35) , Senior Tax Associate (25) , Tax Preparer (25) , Customer Service Representative (15) , Sales (13) , Verification Specialist (12) , Sales Associate (11) , Case Analyst (9) , Document Specialist (8) , Manager (8) , Tax Senior Associate (8) , Tax Professional (7) , Resolution Specialist (6) , Client Liaison (5)

What are the pros of working at Optima Tax Relief according to real employee reviews?

"Management is great they work with you and understand you." ((in 34 reviews)); "People and company were all great." ((in 29 reviews)); "Benefits are great" ((in 27 reviews)); "Lots of leads, great training" ((in 26 reviews)); "Great company that really knows how to take care of their employees." ((in 23 reviews))

What are the cons of working at Optima Tax Relief according to real employee reviews?

"Mgmt is awful, very poor planning ahead, favoritism, low pay" ((in 9 reviews))

What are employees saying about Optima Tax Relief layoffs in 2026?

Explore Glassdoor’s employee reviews to understand what current and former employees are saying about Optima Tax Relief layoffs and their outlook for job security at Optima Tax Relief in 2026.

What are the top reviewed Optima Tax Relief locations?

Santa Ana , Chandler , Costa Mesa , Orange , Phoenix , Irvine , Anaheim , Bristol , Virginia Beach , Arizona City , Gilbert , Tempe , Warren , Santa Anna , Houston , California City , Huntington Beach , Los Angeles , Henderson , Spanaway , California , Fountain Valley , Anaheim Hills , Santa Anita

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Optima Tax Relief

Optima Tax Relief reviews

4.7

96% would recommend to a friend

(626 total reviews)

David King

93% approve of CEO

90% positive business outlook

Ratings by category

4.8

Diversity & inclusion

4.7

Culture & values

4.7

Career opportunities

4.6

Work/Life balance

4.6

Senior management

4.4

Compensation and benefits

Optima Tax Relief has an employee rating of 4.7 out of 5 stars, based on 626 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Optima Tax Relief employee rating is 26% above average for employers within the Financial Services industry (3.7 stars).

Ratings by demographic groups

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Reviews by job title

626 reviews

4.0

Apr 11, 2018

Tax Associate

Tax associate

Recommend

CEO approval

Business Outlook

Pros

The hours are nice and people are great. It is nice to work for a company who does things the right way.

Cons

Training needs to be longer. A lot of things are needed to be learned on the fly that should be included in training.

5.0

Apr 11, 2018

Great place to work

Case manager

Recommend

CEO approval

Business Outlook

Pros

Everyone is friendly, training is quick and efficient. I’ve been here a couple months and I’ve been promoted already. A very rewarding company to work for

Cons

It can be challenging to manage your time because the work load is very large. A lot of unimportant meetings

4.0

Apr 10, 2018

Optima Tax

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Optima has an excellent management group that goes out of their way to make sure everyone is successful. Their doors are always open, which is a pleasant experience.

Cons

The training process for associates is a little rushed.

Viewing 514 - 516 of 626 Reviews

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Jobs at Optima Tax Relief

Call Center Customer Service Representative (Case Manager - ACS)

Manager, Client Services

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Tax Associate

Great place to work

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