Working at Optima Tax Relief | Glassdoor

Optima Tax Relief Overview

Santa Ana, CA
501 to 1000 employees
2011
Company - Private
Financial Transaction Processing
$25 to $50 million (USD) per year
Optima Tax Relief is the nation’s leading full-service tax resolution firm helping individuals and small business owners struggling with unmanageable IRS or state tax burdens.

Specializing in cases where wage garnishments, bank levies, liens and ... Read more

Mission: Quite simply…Our goal is to obtain the best possible result with your specific tax situation and allowing you to put this issue behind you.


Glassdoor Awards

Best Places to Work: 2019 (#27)

Top CEOs: 2018 (#35)

Optima Tax Relief – Why Work For Us?


The Optima Tax Relief team has had one vision since inception – to help Americans nationwide deal with the aggressive collection policies of the State/IRS tax agencies.

As we know, tax issues can create great stress, depression, and anxiety. It can seem overwhelming when an individual tries to take on these collection agencies by themselves while being at risk of garnishments or property seizures. Optima Tax Relief puts its experience to work, understands how to deal with these issues, and takes the burden away from you.

Optima is now the leading tax resolution firm in the country. As we’ve grown, it has become more and more important to explicitly define the core values from which we develop our culture, our brand, and our business strategies. These are the ten core values that we live by:

    • AIM FOR EXCELLENCE

Every client. Every time. No exceptions. No excuses.

    • EARN TRUST

Be transparent, empathetic and communicate expectations.

    • LEAD OUR INDUSTRY

Lead our industry forward with our ideas, technology and results.

    • EMBRACE CHANGE

Adapt quickly and seize opportunities.

    • INSPIRE A POSITIVE TEAM

Respect, recognize, contribute and have fun.

    • BE ABLE

Reliable, dependable and credible.

    • STAY COOL

Stay cool, calm and collected. Listen, think, and only then respond.

    • TAKE RESPONSIBILITY

Take responsibility for your actions. Own them.

    • GOALS

Set. Strive. Meet. Exceed.

    • BE A LIFE LEARNER

Pursue knowledge, passions and personal growth.

Living by these values creates the type of environment we all desire: an environment in which we exceed the expectations of our customers and those of each other, where we don’t just highlight few outstanding cases, we put people’s mind at ease.

Optima Tax Relief Reviews

4.7
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  • "Verification Specialist"

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Verification Representative in Santa Ana, CA
    Current Employee - Verification Representative in Santa Ana, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Optima Tax Relief full-time (Less than a year)

    Pros

    Good benefits life insurance 401k, overall in general the company is a good place to work. I feel welcome and help is always there when needed. Its also a good place to make new friends. I also like The fact that co Workers in general invite each other to random places. I feel happy AnD comfortable to come to work every day also company has a open door policy and there are lots of room to grow thank you optima dont ever change

    Cons

    None that I can think im not being paid to write this review all of my opinions are my OWN.

    Advice to Management

    Keep up the good work!

See All 184 Reviews

Optima Tax Relief Photos

Optima Tax Relief photo of: AMC off-site
Optima Tax Relief photo of: Breast Cancer Awareness
Optima Tax Relief photo of: Volunteer Days
Optima Tax Relief photo of: Bowling Outing
Optima Tax Relief photo of: Awards
Optima Tax Relief photo of: OC Register Top Workplaces
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Optima Tax Relief Interviews

Experience

Experience
90%
2%
8%

Getting an Interview

Getting an Interview
63%
30%
3%
2
2

Difficulty

2.8
Average

Difficulty

Hard
Average
Easy
  1.  

    Senior Tax Accountant Interview

    Anonymous Employee in Chandler, AZ
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Optima Tax Relief (Chandler, AZ) in June 2018.

    Interview

    The open house was well organized and upbeat. The staff made one feel comfortable and the feeling was energetic. The presentations were precise and to the point. The environment made a memorable impact.

    Interview Questions

    • I was asked whether I had prepared taxes before and to what level.   Answer Question
See All 64 Interviews

Optima Tax Relief Awards & Accolades

  • #1 in the Financial Services, 2015, Inc. 500, 2015
  • Orange County Top Workplace, The OC Register, 2015
  • Best Places to Work in Orange County (Large), Orange County Business Journal, 2015
  • Best Places to Work in Orange County, Orange County Business Journal, 2014
  • Best Places to Work in Orange County, Orange County Business Journal, 2013
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Pledges & Certifications

Pay Equality Pledge

Committed to paying equitably for equal work & experience

Tech Hiring Commitment

Helping to train, hire and promote more technology workers

Career Advancement Program

Helping employees "upskill" into higher-paying positions

Diversity Commitment

Has programs that support a diverse and inclusive workforce

Pledge to Thrive

Taking steps to prioritize employee well-being

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