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 637 reviews left anonymously by employees. This rating has increased by 9% over the last 12 months. 95% of employees would recommend working at Optima Tax Relief to a friend and 89% 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 10% over the last 12 months.

How satisfied are employees working at Optima Tax Relief ?

95% 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 (84) , 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?

"Culture was great and made it fun" ((in 86 reviews)); "Management is great they work with you and understand you." ((in 37 reviews)); "Benefits are great" ((in 30 reviews)); "People and company were all great." ((in 27 reviews)); "Great company that really knows how to take care of their employees." ((in 26 reviews))

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

"Maybe just that the pay is low for the Santa Ana area" ((in 16 reviews)); "CEO plays complete favoritism (if he doesn’t like you, he will make your time there miserable" ((in 8 reviews)); "Your manager just wants to sit there and watch you all day through camera and make sure you are working." ((in 7 reviews)); "Poor communication and questionable company decisions by some executives" ((in 6 reviews)); "I also would the pay, the job is easy once you get a hang of it and it's great having commission, but it is not a high paying job." ((in 3 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

95% would recommend to a friend

(625 total reviews)

David King

93% approve of CEO

89% 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 625 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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Parent or family caregiver

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Reviews by job title

625 reviews

5.0

Sep 22, 2017

Senior Tax Associate

Tax associate

Recommend

CEO approval

Business Outlook

Pros

The platform and my co-workers are great people. Everyday feels like I'm hanging with friends. The BIG wigs are approachable and really understand each employees needs.

Cons

I wish we had more or ALL inbound channels but I understand we are making those changes as we grow.

5.0

Sep 21, 2017

" OTR is a FANTASTIC company to work for. "

Closing specialist

Recommend

CEO approval

Business Outlook

Pros

This company is ethical, motivating, rewarding and fun!

Cons

I don't see any.

5.0

Sep 21, 2017

Found My Home With Optima Tax Relief

Review acquisition specialist

Recommend

CEO approval

Business Outlook

Pros

-Great people with great personalities (I've made some great friendships here personally ...the people here are what makes Optima great) -Growth/ Promotion (I've personally have been promoted more than once in this company. ) -Company is family orientated (everyone just becomes family here and they always hire referrals) -Offers great benefits such as 401K, Affordable Health Care for Employees, Life Insurance) -So many fun activities ( from Company Picnics, Christmas Parties, Employee Appreciation, this company makes it their mission to go above and beyond to make sure their employees are well taken care of) -Safe and comfortable, clean environment -Great location -Humbling feeling helping people out of their tax problems -Company takes time to listen to employee feedback and suggestions -Great schedule Mon- Friday with weekends off -Great PTO, Sick Time, ect.. -Offers employees to get school/ and CTEC Licence -Great Pay

Cons

-Parking (sometimes you can't find it unfortunately but company is already working on this) -Some mangers/supervisors are questionable ( I personally have a great supervisor but I have heard from others that some need room for improvement on how they talk their employees and address issues) -Some Employees feel like management focuses on numbers too much and feel the pressure and feel like their job is in jeopardy and also they feel like they set unrealistic goals ( I personally don't feel like this but empathize with my co workers to meet company demands)

Viewing 571 - 573 of 625 Reviews

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Jobs at Optima Tax Relief

Call Center Customer Service Representative (Case Manager - ACS)

Manager, Cloud Engineering

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Senior Tax Associate

" OTR is a FANTASTIC company to work for. "

Found My Home With Optima Tax Relief

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