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Optima Tax Jobs (NOW HIRING)

Optima Tax Relief

Tax Preparer 3

Santa Ana, CA

$23 - $25/mo

POSITION SUMMARY The Tax Preparer 3 position for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work ...

Optima Tax Relief

Tax Preparer 3

Santa Ana, CA · On-site

$23 - $25/hr

POSITION SUMMARY The Tax Preparer 3 position for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work ...

Optima Tax Relief

Tax Preparer 1

Santa Ana, CA · On-site +1

$19 - $20/hr

POSITION SUMMARY The Tax Preparer 1 position for Optima Tax Relief, LLC ("Optima") is located in either the Santa Ana, California or the Chandler, Arizona office and reports to either the Tax Prep ...

Optima Tax Relief

Tax Preparer 1

Santa Ana, CA

$19 - $20/mo

POSITION SUMMARY The Tax Preparer 1 position for Optima Tax Relief, LLC ("Optima") is located in either the Santa Ana, California or the Chandler, Arizona office and reports to either the Tax Prep ...

Optima Tax Relief

Case Manager - RO

Santa Ana, CA · On-site

$20 - $24/hr

POSITION SUMMARY As a Case Manager for Optima Tax Relief, LLC ("Optima") in its Santa Ana, California or Chandler, Arizona office, this role reports to the Case Manager Team Lead. This role serves as ...

Optima Tax Relief

Case Manager - RO

Santa Ana, CA

$20 - $24/mo

POSITION SUMMARY As a Case Manager for Optima Tax Relief, LLC ("Optima") in its Santa Ana, California or Chandler, Arizona office, this role reports to the Case Manager Team Lead. This role serves as ...

Optima Tax Relief

Helpdesk Technician

Santa Ana, CA · On-site

$18/hr

POSITION SUMMARY The Helpdesk Technician for Optima Tax Relief, LLC (Optima) is located in the Santa Ana, California office and reports to the Director, Information Technology. Optima's Information ...

Optima Tax Relief

Helpdesk Technician

Santa Ana, CA

$18/hr

POSITION SUMMARY The Helpdesk Technician for Optima Tax Relief, LLC (Optima) is located in the Santa Ana, California office and reports to the Director, Information Technology. Optima's Information ...

Optima Tax Relief

Manager, Client Services

Santa Ana, CA · On-site

$70K - $80K/yr

POSITION SUMMARY The Manager, Client Services for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Chief Customer Officer. This role is responsible ...

Optima Tax Relief

Manager, Cloud Engineering

Santa Ana, CA

$58 - $77.50/hr

POSITION SUMMARY The Cloud Engineering Manager for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Director, Information Technology. This role is ...

Optima Tax Relief

Manager, Cloud Engineering

Santa Ana, CA · On-site

$110K - $120K/yr

POSITION SUMMARY The Cloud Engineering Manager for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Director, Information Technology. This role is ...

Gelt

Tax Manager

New York, NY · Remote

$113K - $148K/yr

Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions * Serve as the primary technical resource for the tax team * Delve into complex tax ...

Gelt

Tax Senior Manager

New York, NY · Remote

Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions * Serve as the primary technical resource for the tax team * Delve into complex tax ...

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$129.4K

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How much do optima tax jobs pay per year?

As of Jul 21, 2026, the average yearly pay for optima tax in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What types of clients and cases do tax resolution specialists at Optima Tax Services typically handle?

Tax resolution specialists at Optima Tax Services work with a diverse range of clients, from individuals facing IRS collections to small businesses dealing with complex tax liabilities. You can expect to handle cases involving back taxes, wage garnishments, tax liens, and negotiations for settlements such as Offers in Compromise or installment agreements. The role requires close collaboration with enrolled agents, CPAs, and attorneys to develop customized solutions. This client-facing work is both challenging and rewarding, offering opportunities to build expertise in federal and state tax codes while making a meaningful difference for clients in financial distress.

What is Optima Tax and what services do they provide?

Optima Tax Relief is a company that specializes in helping individuals and businesses resolve their tax issues with the IRS and state tax agencies. Their services include tax consultation, tax resolution, negotiation of settlements, assistance with installment agreements, and help with stopping wage garnishments or bank levies. Optima Tax employs tax professionals such as enrolled agents, tax attorneys, and CPAs to advocate on behalf of clients and find the best possible solutions for their tax debts. They aim to make the process less stressful and help clients become compliant with tax laws.

What are the key skills and qualifications needed to thrive as a tax professional at Optima Tax, and why are they important?

To thrive as a tax professional at Optima Tax, you need a solid understanding of tax laws, regulations, and accounting principles, typically backed by a relevant degree and credentials such as an EA, CPA, or tax preparer certification. Familiarity with tax preparation software, IRS systems, and client management platforms is also essential. Strong analytical thinking, attention to detail, and effective client communication skills help professionals stand out in this role. These skills ensure accurate filings, client trust, and effective resolution of complex tax issues.
More about Optima Tax jobs
What cities are hiring for Optima Tax jobs? Cities with the most Optima Tax job openings:
What states have the most Optima Tax jobs? States with the most job openings for Optima Tax jobs include:
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Optima Tax jobs near you
Infographic showing various Optima Tax job openings in the United States as of July 2026, with employment types broken down into 4% Locum Tenens, 35% Internship, 47% Full Time, 4% Part Time, 9% Contract, and 1% Summer. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.
Tax Preparer 3

Tax Preparer 3

Optima Tax Relief

Santa Ana, CA

$23 - $25/mo

Full-time

Posted 28 days ago

Job description

POSITION SUMMARY

The Tax Preparer 3 position for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work hard to achieve top-quality tax resolution by getting members into filing compliance with the IRS through quality tax preparation services. They play a vital role in providing tax compliance and reporting and are primarily responsible for preparing all tax returns for individuals, corporations, and payroll, putting the member in compliance with the IRS and/or Franchise Tax Boards. This role will contact members to verify information, will review transcripts, and member tax documents. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima members. They also work with various teams to deliver key components of Optima’s various services to provide resolution to our members. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following:

  • Prepare Taxes in high quantity including, but not limited to, 1040 individual returns, Schedule C forms, amended returns, Corporate returns, Partnership returns.
  • Communicate with members regularly telephonically or via email to respond to member inquiries from existing and provide case status updates.
  • Collect and review member documents and ensure they are properly filed in the member’s case file.
  • Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing members to compliance with past due returns.
  • Follow company protocols to ensure the highest level of security to protect the member Personal Identifiable Information (PII).
  • Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

EDUCATION AND EXPERIENCE REQUIREMENTS

  • 3 years relevant experience with 1040 individual tax returns, Schedule C Forms, amended returns, Corporate returns, and Partnership returns.
  • Experience with Lacerte Tax Preparation Software, a plus.
  • Active California Tax Education Council (“CTEC”) registration or Active IRS Enrolled Agent.
  • Active Preparer Tax Identification Number (PTIN) from the IRS during duration in role.
  • Active Tax Preparer bond from an insurance/surety agent during duration in role.

KNOWLEDGE, SKILLS,& ABILITIES

  • Thorough knowledge of how to prepare 1040 individual tax returns, Schedule C Forms, Amended returns, Corporate returns, and Partnership returns.
  • Strong ability to multi-task.
  • Excellent organizational, time-management, written, and communication skills.
  • Meticulous attention to detail and high sense of accountability.
  • Self-starter, industrious, and motivated.
  • Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook).
  • A positive mindset and "get-it-done" attitude.
  • Able to work in a fast-paced, high-energy environment.

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