Optima Tax Relief reviews

4.7

95% would recommend to a friend

(617 total reviews)
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David King

93% approve of CEO

89% positive business outlook

Optima Tax Relief has an employee rating of 4.7 out of 5 stars, based on 617 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).

Reviews by job title

617 reviews
1.0
Oct 18, 2016

Anxiety and High Turnover

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Fun company outings and events sometimes

Cons

Optima Tax Relief has a high turnover rate with employees, people are constantly being hired and fired quick...most people live in constant anxiety about getting fired...the only exception is the management and their close buddies but everyone else is fair game. Most of the good recent reviews you see were posted within a week of each other and extremely vague, that's suspicious

4.0
Oct 18, 2016

A WORK IN PROGRESS, BUT WITH GREAT INTENTIONS

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The company works extremely hard to continuously improve itself and it is not often that an employer cares so much about their employees. I have a friend who works in HR at another company and calls their Suggestion Box a "mini trash can." The great thing about Optima Tax is that upper management actually reads the reviews (good or bad) and takes it into careful consideration. Employee feedback is highly appreciated here and the work atmosphere is very positive. These are all important attributes a good company should exhibit. Optima Tax also offers a lot of incentives to reward employees that work hard work, exceed their goals, etc. This very "family-oriented" approach shows how much they truly care. To top it off, Optima Tax continues to create new positions/levels so their employees can grow, offer educational classes, give back generously to the community by participating in multiple charities, and much more. I have no doubt in my mind that everything this company does is with great intentions.

Cons

The training in the servicing department is lacking and I had to study and educate myself on tax law to have a better understanding of the process. I learned a lot from a few of my peers, but felt that I should have received adequate training from the company and immediate supervisors. Instead, I had to work very hard to teach myself and ensure my clients receive the quality service they deserve and hope management can pay more attention to this, rather than our numbers. Although the company often (and I mean very often) tells us how much they appreciate our work... the goals, large pipelines, and expectations don't always seem to correlate. With all of this success, it is expected that the company will experience "growing pains" and I can understand why the process has not been perfected yet. I do believe we are heading in the right direction and can appreciate the tremendous efforts.

5.0
Oct 17, 2016
Recommend
CEO approval
Business Outlook

Pros

Compensation potential, culture (very fun yet professional environment), medical and retirement preparation benefits

Cons

The new CRM that is scheduled to be released soon will take care of this area.

Viewing 595 - 597 of 617 Reviews

Glassdoor has 627 Optima Tax Relief reviews submitted anonymously by Optima Tax Relief employees. Read employee reviews and ratings on Glassdoor to decide if Optima Tax Relief is right for you.