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 627 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 Senior Tax Associate , Tax Preparer and Tax Associate .

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 (23) , Customer Service Representative (14) , Sales (13) , Verification Specialist (12) , Sales Associate (11) , Case Analyst (9) , Manager (8) , Tax Senior Associate (8) , Tax Professional (7) , Document Specialist (6) , 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 88 reviews)); "Management is great they work with you and understand you." ((in 38 reviews)); "Benefits are great" ((in 29 reviews)); "People and company were all great." ((in 28 reviews)); "Excellent Training... they spend a week getting you prepared for the sales floor and Raymond Dinnen is an absolute stud." ((in 24 reviews))

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

"CEO plays complete favoritism (if he doesn’t like you, he will make your time there miserable" ((in 9 reviews)); "Your manager just wants to sit there and watch you all day through camera and make sure you are working." ((in 8 reviews)); "Poor communication and questionable company decisions by some executives" ((in 6 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 , Huntington Beach , Los Angeles , Henderson , Spanaway , California , Fountain Valley , Anaheim Hills , Santa Anita

Optima Tax Relief reviews

4.7

95% would recommend to a friend

(617 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 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).

Ratings by demographic groups

Race / Ethnicity

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

Reviews by job title

617 reviews

1.0

Jan 29, 2019

Finance Associate

Finance associate

Recommend

CEO approval

Business Outlook

Pros

Pto & sick pay. Good job to get experience and go where you’ll actually be rewarded.

Cons

Like a high school, Management backs management even when wrong. This place is ran by politics, unless you brown nose, you will not be respected and looked at as replaceable. HR is crooked, and will try their hardest to cover up problems and get you to agree to keep your mouth shut. They also pay for their reviews and have someone as full time calling asking for reviews. They force the company to do top place to work, when they know half of staff is unhappy. They punish you for speaking up and will make you wanna leave if you speak up, I did.

Optima Tax Relief Response

7y

Dear Ex-Employee, First off, I would like to thank you for your 3+ years of service with OTR. We added 100’s of employees and changed dramatically over the last three years, and I appreciate you sticking with us that long – especially under the circumstances you describe. I myself have resigned from companies that didn’t align with my values in the past, so I can appreciate your decision. Although I disagree with many of your claims, I want to let you know that I acknowledge your feedback. I would also like to take 100% of the blame for your negative experience with OTR as the employee experience is my #1 concern - I obviously failed you. Needless to say, I will add this feedback to our annual internal “Employee Voice” survey to see if there any current employees that share a similar experience. I am sorry that we did not deliver the “Top Workplace” experience that you deserve and I am happy that it sounds like you have found a company that is better suited to your needs. Of course, you can reach out to me directly if you would like to discuss further. My best, David King

1.0

Jul 26, 2017

Wait a minute... are we in Asia? Because I feel like I'm working in a sweat shop.

Case manager

Recommend

CEO approval

Business Outlook

Pros

Great colleagues and honest coworkers. The CEO Mr. King has a great vision and wants to do what's best for the company and its clients. There is not a single negative thing I can say about this man because I have a lot of respect for him and his mission.

Cons

The company does not value case managers as much as they should. Unfortunately management refuses to acknowledge the major issues at hand and instead blame their employees for their bad decisions. We had to watch a video a few months ago explaining why millennials were entitled brats to teach us a valuable lesson - keep your mouth shut and stop complaining or suffer the consequences. It's too bad because there were a lot of dedicated hard working employees that I had the pleasure of working with who had a lot to offer. Their great ideas were often ignored/dismissed and instead of working together with management it felt like we were always on opposing teams. I am 100000% sure they have no problem firing the entire department to replace everyone with new hires and am glad I left before it got worse. Also, can someone explain why there are there a bunch of kids with no experience running the departments? I don't think they understand what micromanaging means because we're all treated like 5 years old. They will write you up a lot because they have no viable solutions. Beware of this department!

1.0

Sep 22, 2017

If you're truly desperate

Case manager

Recommend

CEO approval

Business Outlook

Pros

*High turnover leads to opportunities to climb up the ladder, especially if you like to brown nose. *Some of mid management are great people who care and try their best

Cons

*If you're not in sales the pay equates to something you'd get out of high school, except they want you to have experience. *Owner likes to complain about paying employees and how much California wages are (which explais why they're opening up branches in other states). *They require you to write these glassdoor reviews hence why i'm rewriting mine post employment. *Don't expect to be paid any kind of competitive or fair wages. Expect to be lowballed at the last moment. Lots of "carrot on a stick" empty promises and management practices.

Optima Tax Relief Response

8y

Thank you for the valuable feedback regarding your experience with OTR. We would love to hear more insight about the information you have provided as we look at every review as an opportunity to improve. Please contact us directly at 800-536-0734 or reach out to feedback@optimataxrelief.com so we can work together on addressing your concerns.

Viewing 4 - 6 of 617 Reviews

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