Tax Preparer 3
$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 ...
Tax Preparer 3
$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 ...
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 ...
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 ...
POSITION SUMMARY The Senior Tax Associate for Optima Tax Relief, LLC ("Optima") operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports ...
New
POSITION SUMMARY The Senior Tax Associate for Optima Tax Relief, LLC ("Optima") operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports ...
New
Entry-Level Enrolled Agent
Santa Ana, CA · On-site +1
$27/hr
POSITION SUMMARY The Immediate Action Team Pro for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Associate Director, Investigations. This ...
Entry-Level Enrolled Agent
Santa Ana, CA · On-site +1
$27/hr
POSITION SUMMARY The Immediate Action Team Pro for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Associate Director, Investigations. This ...
Enrolled Agent
Santa Ana, CA · On-site
$27/mo
POSITION SUMMARY The Immediate Action Team Pro for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Associate Director, Investigations. This ...
Enrolled Agent
Santa Ana, CA · On-site
$27/mo
POSITION SUMMARY The Immediate Action Team Pro for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Associate Director, Investigations. This ...
Inside Sales Agent
Santa Ana, CA · On-site
$100K - $150K/yr
POSITION SUMMARY The Senior Tax Associate for Optima Tax Relief, LLC ("Optima") operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports ...
Inside Sales Agent
Santa Ana, CA · On-site
$100K - $150K/yr
POSITION SUMMARY The Senior Tax Associate for Optima Tax Relief, LLC ("Optima") operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports ...
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 ...
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 ...
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 ...
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 ...
POSITION SUMMARY The Product Manager for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Chief Technology Officer. This role is responsible for ...
New
POSITION SUMMARY The Product Manager for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Chief Technology Officer. This role is responsible for ...
New
AI Product Manager
Santa Ana, CA · On-site
$110K - $130K/yr
POSITION SUMMARY The Product Manager for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Chief Technology Officer. This role is responsible for ...
New
AI Product Manager
Santa Ana, CA · On-site
$110K - $130K/yr
POSITION SUMMARY The Product Manager for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Chief Technology Officer. This role is responsible for ...
New
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 ...
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 ...
Manager, Cloud Engineering
Santa Ana, CA · On-site
$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 ...
Manager, Cloud Engineering
Santa Ana, CA · On-site
$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 ...
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 ...
Quick apply
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 ...
Tax Manager
New York, NY · On-site +1
$121K - $159K/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 ...
Tax Manager
New York, NY · On-site +1
$121K - $159K/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 ...
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 ...
Quick apply
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 ...
Tax Manager
$106K - $139K/yr
The Tax Manager operates as a strategic partner to the Tax Director, CFO, and Finance team, ensuring the company remains fully compliant while optimizing tax positions across a growing portfolio of ...
Tax Manager
$106K - $139K/yr
The Tax Manager operates as a strategic partner to the Tax Director, CFO, and Finance team, ensuring the company remains fully compliant while optimizing tax positions across a growing portfolio of ...
Tax Senior Manager
New York, NY · On-site +1
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 ...
Tax Senior Manager
New York, NY · On-site +1
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 ...
Tax Accountant
El Paso, TX · On-site
The Tax Accountant will be responsible for managing tax-related tasks, ensuring compliance with regulatory requirements, optimizing tax strategies to minimize liabilities and identifying efficiencies ...
Quick apply
Tax Accountant
El Paso, TX · On-site
The Tax Accountant will be responsible for managing tax-related tasks, ensuring compliance with regulatory requirements, optimizing tax strategies to minimize liabilities and identifying efficiencies ...
Tax Accountant
El Paso, TX · On-site
The Tax Accountant will be responsible for managing tax-related tasks, ensuring compliance with regulatory requirements, optimizing tax strategies to minimize liabilities and identifying efficiencies ...
Quick apply
Tax Accountant
El Paso, TX · On-site
The Tax Accountant will be responsible for managing tax-related tasks, ensuring compliance with regulatory requirements, optimizing tax strategies to minimize liabilities and identifying efficiencies ...
Tax Accountant
El Paso, TX · On-site
The Tax Accountant will be responsible for managing tax-related tasks, ensuring compliance with regulatory requirements, optimizing tax strategies to minimize liabilities and identifying efficiencies ...
Tax Accountant
El Paso, TX · On-site
The Tax Accountant will be responsible for managing tax-related tasks, ensuring compliance with regulatory requirements, optimizing tax strategies to minimize liabilities and identifying efficiencies ...
Optima Tax information
See salary details
$55K - $66K
0% of jobs
$66K - $77K
1% of jobs
$77K - $88K
3% of jobs
$88K - $99K
6% of jobs
$99K - $110K
13% of jobs
$111.5K is the 25th percentile. Wages below this are outliers.
$110K - $121K
16% of jobs
The median wage is $127.7K / yr.
$121K - $132K
19% of jobs
$143K is the 75th percentile. Wages above this are outliers.
$132K - $143K
18% of jobs
$143K - $154K
14% of jobs
$154K - $165K
7% of jobs
$165K - $176K
4% of jobs
$55K
$129.4K
$176K
How much do optima tax jobs pay per year?
As of Aug 10, 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 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?
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 skills and qualifications are needed to thrive as a tax professional at Optima Tax?
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:
What job categories do people searching Optima Tax jobs look for? The top searched job categories for Optima Tax jobs are:
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.
About Optima Tax Relief
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Santa Ana, CA, US
Year founded
2011