Optima Tax Relief FAQ

Pros

Great pay, annual raises, culturally diverse, supportive work culture, great benefits, and the opportunity to make difference in someone's live every day!

Cons

You are not here with us!

Pros

I have been working for Optima for almost a decade and it is a great company to work for and build a career. Not many companies offer career development advice or provide tuition and licensing reimbursement to its employees. There is a lot of flexibility which provides great work/life balance and not to mention the great environment and culture. It is very rewarding to work for Optima and see all the positive impact we make in our community, the staff and on the lives of all the clients we help.

Cons

The health insurance package is not very competitive

Pros

I have been working for Optima for almost a decade and it is a great company to work for and build a career. Not many companies offer career development advice or provide tuition and licensing reimbursement to its employees. There is a lot of flexibility which provides great work/life balance and not to mention the great environment and culture. It is very rewarding to work for Optima and see all the positive impact we make in our community, the staff and on the lives of all the clients we help.

Cons

The health insurance package is not very competitive

Pros

SOME of the management and executives are amazing! Work with some great people on teams Some good benefits

Cons

Little to no training or sales training No coaching on performance, call recordings etc. zero 1:1 meetings during tenure Felt like I was a part of a scam as we were to sell tax solutions to people with tax debts but had no clear process in what we do to help them. Leaving many questions with very vague answers. Seems like there is more emphasis on spending money on image, accolades and awards to be the best workplace without actually making it the best workplace. No WFH stipend, no communication during WFH so very easy to feel isolated and alone. No virtual mixers or anything to keep engagement. The culture that is constantly celebrated is nonexistent. Started out position with amazing leaders that were supportive and understood work/life balance. Then came a new leader from debtmerica who immediately created hostility and pushed me away from the organization in the matter of 2 weeks. This person did not take the time to meet me, brushed me off when I was asking for help when I was having struggles and then called me out to the team while I was struggling insinuating I would be removed from the team after many months of performing. Demanded our lives to revolve around this position and taking any time off or not working a 6th day would reflect poorly. Also mi minimized the work of client facing roles as easy and basic. (How does this person align with an award winning culture?) Team mates that were with me from the beginning felt her taking the team down. When it was time for me to depart for a new position this “leader” took no time to talk with me or recognize me and communicated to HR I was leaving for “personal reasons”

Advice to Management

Listen to feedback, make sure employees that are placed into leadership positions are actually qualified, coached and trained to do the work. Do an actual exit interview rather than a survey. Actually focus on making the culture work within rather than look good from the outside. Better training and orientation program. Product knowledge is key to success in sales not just script reading. Foster a sense of personal/professional development and coaching.

Pros

Flexible schedule. Professional adult environment. Opportunity to make good money!

Cons

Long delay for health benefits and 401K, etc

Advice to Management

New employee. So far so good!