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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Disability

Parent or family caregiver

Veteran status

Reviews by job title

626 reviews

4.0

Jun 27, 2017

Sr. Account Representative

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Flexible Schedule, good training and overall positive atmosphere

Cons

offering an option to procrastinators can be frustrating at times, but this will train you to be better at benefit selling

5.0

Apr 24, 2017

I highly recommend Optima Tax Relief for employment

Tax associate

Recommend

CEO approval

Business Outlook

Pros

Optima provides the tools and resources to excel quickly in any position and an environment that makes coming to work exciting and fun.

Cons

Since working at optima, I have not found any cons. With a good work ethic, Optima offers great opportunity for growth.

5.0

Jan 20, 2017

Jr. Case Manager

Junior case manager

Recommend

CEO approval

Business Outlook

Pros

One of the best reasons to work at Optima is my Team Lead, Matthew Larsen. He is always available to help it does not matter if he is leaving at 4pm and you ask for help at 3:59:59 pm he has always bee able to help me with questions, or any other assigned work I may have. Matthew is the very understanding when it comes to pretty much anything, I have never been in a situation where I can not go to Matt. He is always smiling and greeting people, when he walks by in the morning with his cup of coffee in hand, never hesitates to stop give us any updates that might affect all of us in the Jr. Case Manager section. I am very happy he is my Team Lead, here working at Optima Tax Relief. Thank you Matt :)

Cons

There are none I can think of.

Viewing 94 - 96 of 626 Reviews

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Jobs at Optima Tax Relief

Manager, Client Services

Call Center Customer Service Team Lead - Case Management

Manager, Cloud Engineering

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Ratings by category

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Sr. Account Representative

I highly recommend Optima Tax Relief for employment

Jr. Case Manager

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