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?

"Great Culture and place to work!" ((in 85 reviews)); "Management is great they work with you and understand you." ((in 35 reviews)); "People and company were all great." ((in 30 reviews)); "Lots of leads, great training" ((in 27 reviews)); "Great company that really knows how to take care of their employees." ((in 25 reviews))

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

"Your manager just wants to sit there and watch you all day through camera and make sure you are working." ((in 9 reviews)); "There is so much favoritism and gossip you really have to watch who you're friends with." ((in 9 reviews)); "Communication could be improved cross functionally speaking." ((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

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

Race / Ethnicity

Gender

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Parent or family caregiver

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Reviews by job title

626 reviews

5.0

Jul 19, 2018

What an AMAZING Company

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Everything! Work environment, work to life balance, compassion from management, company events....where do I stop?!

Cons

Absolutely zero negative things here!

1.0

Jul 17, 2018

Case Manager

Case manager

Recommend

CEO approval

Business Outlook

Pros

This Company is extremely generous to their employees, and offer the best benefits and incentives I've ever seen.

Cons

The company is far from my home, but I make the commute because of how incredible of a company they are.

5.0

Dec 15, 2017

TAX ASSOCIATE

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Awesome culture , awesome training , awesome management. You have enormous income potential

Cons

Health benefits are really expensive almost to the point its cheaper to get them on your own. Dental plan is paid for. Takes 3-4 to ramp up ( normal for sales )

Viewing 88 - 90 of 626 Reviews

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Jobs at Optima Tax Relief

Manager, Client Services

Call Center Customer Service Team Lead - Case Management

Call Center Customer Service Representative (Case Manager - ACS)

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Optima Tax Relief

Optima Tax Relief reviews

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What an AMAZING Company

Case Manager

TAX ASSOCIATE

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