Flexibility for the most part, but culture and environment is down - Sales Optima Tax Relief Employee Review

3.0
2 July 2026
Recommend
CEO approval
Business outlook

Pros

Flexible for the most part (for now) Happy that there are less agents. i just hope they don't over hire once or if it gets busier. Hope there are improvements and environment gets better like the old Optima days.

Cons

-Not much culture left. -Taken away bonuses. keeps getting worse and more strict rules and changes. -Wish they would have a rule where employees who drive far have more opportunity to work from home again. I personally do better and wouldn't have to waste so much time on the road in traffic. i can spend more time with family and I could be working more if anything.... As long as the money is still decent during slow times and I'm not going into my savings. Then we're good. I hope it gets busy again and they don't over hire once it does.... -Servicing/back-end needs to do better work. Us sales agent's and company lose A LOT of money due to this. Has been giving our company a bad name/brand. We are not the only company out there anymore. there's a lot of competition. Hopefully they listen to their employees since we also deal with the back lash from the back end complaints. Not cool for our clients to spend a lot of money and be ignored afterwards.

Explore other reviews about Optima Tax Relief

5.0
17 June 2026
Recommend
CEO approval
Business outlook

Pros

Opportunities for professional growth and learning

Cons

Limited opportunities for advancement in some departments

5.0
28 May 2026
Recommend
CEO approval
Business outlook

Pros

Benefits. Commission, Growth Opportunities, Employee Rewards points. CTEC reimbursement, Volunteer Opportunities. Weekends off

Cons

Challenging calls and busy seasons

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