CAREER OPPORTUNITIES AT A LEADER IN FINANCIAL SERVICES

Come work with America’s most successful nationwide Tax Resolution firm, Optima Tax Relief.

Working at Optima means doing what you love and are passionate about. We’re always on the lookout for talented Client Services Representatives, Tax Associates, Tax Attorneys, CPAs, Enrolled Agents and Case Managers. We seek out people who can solve challenging problems, make a real impact on people’s lives, take an exceptional approach to customer service and carry a positive “Can do!” attitude with them to work each day. If this sounds like you, don’t delay! You should join us.

We don’t have rules. We have values.

Optima is now the leading tax resolution firm in the nation and provides a stable, growth-oriented, time-tested and proven business model that places tremendous emphasis on valuing and appreciating each and every employee. We’re looking to hire A+ candidates at Optima Tax Relief, so the right individuals can rest assured that they will find a very rewarding and challenging career here. As we’ve grown, evolved and matured, we’ve developed a philosophy on how we do things here at Optima which we call our core values. From these values, we’ve created our culture, our brand, and our mission for both ourselves and our clients.

Browse by Team and Role

Client Services Representative

As a Client Services Representative, you will be responding to inquiries from our existing clients and receiving inbound calls for status updates. You will be expected to communicate realistic timelines and interact with Senior Tax Professionals and Tax Associates on a daily basis with case updates. Exceptional time management and customer service skills will be essential.

Learn more about Client Services Representative

Case Manager

As a Case Manager, you will be responding to inquiries from our existing clients and receiving inbound calls for status updates. You will be expected to communicate realistic timelines and interact with Senior Tax Professionals and Tax Associates on a daily basis with case updates. This will be a demanding position and exceptional time management and customer service skills will be essential.

Learn more about Case Manager

Tax Associate

Tax Associates will be required to contact prospects, and field new calls from people and businesses in trouble with the IRS. The Tax Associate is tasked with three primary objectives: 1. Identify the root of the client’s tax problem by asking questions and listening to the prospect’s responses. 2. Qualifying a prospect for one of our various services. 3. Closing the transaction and collecting a submission package to forward to our Tax Resolution Staff.

Learn more about Tax Associates

Accounting & Payments Coordinator

We are seeking growth driven professionals possessing a track record of success in accounting and consumer finance. You essentially will be the front lines when it comes to clients making payments to us and will be handling the financial aspects of a client’s tax resolution program.

Learn more about Payments Coordinator

Enrolled Agent

As an Enrolled Agent with Optima, you will be in charge of establishing contact with Tax Agencies and updating files accordingly. You will be expected to communicate realistic timelines and interact with Tax Professionals and Case Managers on a daily basis with case updates. This will be a demanding position and exceptional time management and customer service skills will be essential.

Learn more about Enrolled Agent

Tax Attorney

As a Tax Attorney with Optima, you will be in charge of establishing contact with Tax Agencies and updating files accordingly. You will be expected to communicate realistic timelines and interact with Senior Tax Professionals and Case Managers on a daily basis with case updates. This will be a demanding position and exceptional time management and customer service skills will be essential.

Learn more about Tax Attorney

Staff Testimonials

Tax Attorneys Testimonials

“Helping my clients get their life back on track resolving tax debts, makes my job incredibly rewarding. That’s probably why I enjoy doing taxes so much. I help people save money and solve their tax problems everyday at Optima Tax Relief.”

Jessica – Tax Preparer

Tax Attorneys Testimonials

“It’s really a great feeling to come to work everyday and know that what I’m doing has such a positive impact on other people’s lives. Building bonds with my clients keeps us in touch well after we’ve accomplished their goal.”

Kevin – VP, Servicing

Tax Attorneys Testimonials

“It’s a great feeling when I hear my clients tell me ‘Lauren, this is the first time I’ve slept through the entire night in a long, long time.’ Listening to comments like this makes me realize everyday that I’m truly making a difference in someone else’s life.”

Lauren – Resolutions Manager

Tax Attorneys Testimonials

“When someone has the IRS breathing down their neck, the result is typically endless worry and sleepless nights. Therefore, it brings me great joy and satisfaction to get my clients content again, sleeping well, and boldly moving forward.”

Justin – Lead Tax Attorney

#1 Financial Services Company by Inc. Magazine

OCBJ Best Places to Work
Inc. MagazineInc.com

We’re proud to be ranked the #1 fastest-growing financial services company in America by Inc magazine which surveys thousands of companies across the nation to determine their ratings. Our success is a direct result of our adherence to our Core Values, which starts with “Providing excellence for every client, every time. No exceptions. No excuses.” Learn more

Best Places to Work in Orange County

OCBJ Best Places to Work
Best Places to Work 2009-2015ocbj.com

We appreciate that the Orange County Business Journal has recognized our efforts consistently for five years in a row as one of “Orange County’s Best Places to Work”.

More than anything else, Optima is a fun place to work

Our Team loves to have fun outside of work whether it’s bowling, softball, picnics, or even running a marathon together…
*The testimonials were provided by actual Optima Tax Relief, LLC clients and are the clients’ sole opinions and experiences relating to the services. Compensation may have been provided to each actual client for providing a testimonial of their honest opinion and experience. The testimonials provided were dependent on the facts of the specific client’s situation. These are individual results which will vary based on circumstances. We do not claim that they are typical results that consumers will generally achieve. Nothing included herein should be taken as a guarantee, warranty, prediction or representation about the results of your situation. All testimonials and related information displayed in the form of text, audio and/or video are shown as they were received in their true and original form and have not been modified or altered in any way, except in some cases, where they have been edited only for the sake of brevity.