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Optima Tax Relief 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

Legal Assistant

Santa Ana, CA · On-site

$20/hr

POSITION SUMMARY The Legal Assistant for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Director of Brand Protection Senior Corporate Counsel.

Optima Tax Relief

Legal Assistant

Santa Ana, CA

$20/hr

POSITION SUMMARY The Legal Assistant for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Director of Brand Protection Senior Corporate Counsel.

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

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

AI Product Manager

Santa Ana, CA

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 ...

Optima Tax Relief

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 ...

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 ...

Priority Tax Relief

Sales Consultant

Fairfield, NJ

$200K - $240K/yr

Priority Tax Relief is setting the national standard for tax debt resolution through disciplined ... Effectively manage leads and follow-ups to ensure timely communication and optimal client ...

Priority Tax Relief

Sales Consultant

Spokane, WA

$200K - $240K/yr

Priority Tax Relief is setting the national standard for tax debt resolution through disciplined ... Effectively manage leads and follow-ups to ensure timely communication and optimal client ...

Priority Tax Relief

Fullstack Software Engineer

Dedham, MA · Hybrid

$110K - $120K/yr

About us Priority Tax Relief is setting the national standard for tax debt resolution through ... optimizing deployment. * Strong understanding of system design principles, scaling strategies, and ...

TaxRise

Billing and Collections Supervisor

Irvine, CA · On-site

$70K - $80K/yr

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to ... Approve timecards, manage time-off requests, and ensure optimal scheduling for department coverage.

TaxRise

Billing and Collections Supervisor

Irvine, CA

$70K - $80K/yr

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to ... Approve timecards, manage time-off requests, and ensure optimal scheduling for department coverage.

TaxRise

Billing and Collections Supervisor

Irvine, CA

$70K - $80K/yr

Approve timecards, manage time-off requests, and ensure optimal scheduling for department coverage ... Experience in financial services, consumer lending, tax relief, or a related industry strongly ...

TaxRise

Billing Operations Manager

Irvine, CA

$110K - $130K/yr

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to ... Drive optimization of CRM and billing systems to improve visibility, reporting, and operational ...

Amrize

Relief Control Room Operator

Holly Hill, SC

Manipulate controls to maintain optimum production rates and to prevent equipment damage. * Detect ... Choose from 401(k) pre-tax and/or Roth after-tax savings * Employee Stock Purchase Plan * Medical ...

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How much do optima tax relief jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for optima tax relief in the United States is $51.32, according to ZipRecruiter salary data. Most workers in this role earn between $50.00 and $52.64 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Optima Tax Relief position, and why are they important?

To thrive in a role at Optima Tax Relief, you need a strong background in tax law, financial analysis, and customer service, often supported by relevant accounting or tax certifications. Familiarity with tax resolution software, IRS documentation systems, and tools such as QuickBooks or proprietary CRM platforms is typically required. Excellent communication, problem-solving abilities, and the capacity for empathy are valuable soft skills in this field. These competencies are vital for providing effective tax solutions, building client trust, and ensuring compliance with complex regulations.

What is the typical career path for someone working at Optima Tax Relief?

Many professionals at Optima Tax Relief start in entry-level tax consultant or case management roles and, with experience, can advance to senior tax associate, team lead, or management positions. The company values continued learning, so employees often have access to ongoing training and opportunities to gain additional tax-related certifications. The career path may also include lateral moves into specialized areas, such as audit representation or tax preparation. This structure allows individuals to build expertise, broaden their skill sets, and progress within a supportive environment focused on professional development.

What is an Optima Tax Relief job?

An Optima Tax Relief job typically involves helping clients resolve their tax issues with the IRS or state tax agencies. Employees may work in various roles, such as tax professionals, case managers, customer service representatives, or sales consultants. These positions focus on providing tax resolution services, negotiating settlements, and assisting clients in achieving financial relief. Optima Tax Relief employees are expected to have strong communication skills, a customer-focused approach, and knowledge of tax laws and regulations.

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What cities are hiring for Optima Tax Relief jobs? Cities with the most Optima Tax Relief job openings:
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Optima Tax Relief jobs near you
Infographic showing various Optima Tax Relief job openings in the United States as of June 2026, with employment types broken down into 8% As Needed, and 92% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $106,750 per year, or $51.3 per hour.
Case Manager Team Lead - ACS

Case Manager Team Lead - ACS

Optima Tax Relief

Santa Ana, CA

$24 - $26/mo

Full-time

Posted 11 days ago

Job description

POSITION SUMMARY

The Case Manager Team Lead (ACS or Specialty) for Optima Tax Relief, LLC “Optima” is located in the Santa Ana, California office and reports to the Director, Resolution Call Center. The role of the Case Management team is to serve as direct contact and guide to Optima Tax Relief (“Optima”) clients during the Resolution Phase of their case. Case Managers help educate the client on possible courses of action for their case based on the circumstances of their case. For this, Case Managers will evaluate client files, including client financial documents and tax records, and determine what additional information will be needed from each client to develop a strategy for the best resolution of their case. The team is comprised of four (4) groups: Automated Collection System (“ACS”). Audit, Offer-in-Compromise, and Revenue Officers ("Specialty").

The Case Manager Team Lead serves as liaison and partner with the department Manager and/or Director in leading Case Managers in keeping the client engaged throughout the Resolution phase and to ensure workflow and protocols are being met in a timely manner. Acting as the first line of response to clients nationwide, this role will communicate in an open, helpful and engaging tone and focus on finding the right solution with each client. The Case Manager Team Lead is responsible for supervising, prioritizing and coordinating the daily activities of the team. This role will also connect with clients to address questions and resolve issues as well as work with various teams to resolve client concerns. 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:

  • Review and coach team members, monitoring and updating production numbers to ensure accountability.
  • Discover training needs and provide coaching.
  • Monitor calls to ensure service levels are met.
  • Timely respond to all escalated emails or calls in accordance with Optima work protocols.
  • Manage projects, ensuring deadlines are met; includes suggesting improvements to enhance the department’s performance and/or procedures.
  • Research and develop strategies to defend the taxpayer’s position, ensure security from any collection enforcement to prevent levies, and establish best resolution.
  • Expedite cases as needed.
  • Interact with Tax Professionals, clients, and other departments.
  • Excellent organizational, time-management, written, and communication skills.
  • Ability to develop your team and lead by example.
  • Follow company protocols to ensure the highest level of security to protect the client 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

  • High school diploma or equivalent education required.
  • 1 year of experience as Team Lead or Supervisor.
  • 1-2 years' relevant experience preferred.
  • Bilingual in Spanish (preferred)      

KNOWLEDGE, SKILLS,& ABILITIES

  • A positive mindset and "get-it-done" attitude.
  • History of successfully exceeding goals in a fast-paced environment. 
  • 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.
  • Strong work ethic and commitment to excellence.
  • Team player.
  • Strong listening skills with the ability to understand and influence people.

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