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. 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 (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

95% would recommend to a friend

(626 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 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

5.0

Feb 27, 2024

Excellent place to work

Accountant

Recommend

CEO approval

Business Outlook

Pros

Optima is an ethical company and managers listen to their employees. A friendly work environment with learning opportunities.

Cons

No complaints. David King the CEO has done a great job overall.

2.0

Feb 22, 2024

Okay place

Client relationship associate

Recommend

CEO approval

Business Outlook

Pros

Good people and amazing culture

Cons

- don’t work with schedules - micromanage A LOT - pay about the same as minimum - high workload and constantly changing the duties so they could add more

5.0

Feb 1, 2024

Happy overall, room for improvement.

Sales

Recommend

CEO approval

Business Outlook

Pros

culture diversity, competitive pay, I enjoy my coworkes, hybrid schedule.

Cons

feeling unheard from leadership, new roll outs with limited beta testing, unsure of job security at times due to layoffs.

Viewing 88 - 90 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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Optima Tax Relief

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Ratings by demographic groups

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Excellent place to work

Okay place

Happy overall, room for improvement.

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