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Optima Tax Relief Jobs (NOW HIRING)

Billing Operations Manager

Irvine, CA ยท On-site

$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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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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Optima Tax Relief information

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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.

What cities are hiring for Optima Tax Relief jobs? Cities with the most Optima Tax Relief job openings:
What are the most commonly searched types of Optima Tax Relief jobs? The most popular types of Optima Tax Relief jobs are:
What states have the most Optima Tax Relief jobs? States with the most job openings for Optima Tax Relief jobs include:
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.
Billing Operations Manager

Billing Operations Manager

TaxRise

Irvine, CA โ€ข On-site

$110K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 hours ago


Job description

WHY JOIN TAXRISE?
At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.
Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.
ABOUT THE ROLE
The Billing Operations Manager is responsible for leading and scaling the collections function, with a primary focus on recovering past-due accounts, preventing early-stage defaults, and retaining clients through proactive, solutions-oriented outreach. This role owns departmental strategy, structure, performance management, and cross-functional alignment to ensure consistent collections execution, strong recovery outcomes, and high client retention.
You will oversee a team of billing and collections agents, establish clear daily and weekly operating rhythms, and implement structured, agency-informed collections best practices aligned with TaxRise's client-first values. This role is ideal for a proven operations leader from a collections agency or high-volume financial services environment who brings discipline, accountability, and repeatable processes to a growing organization.
This is a 100% on-site position at our Irvine, CA office. We're all about that in-person energy, collaboration, innovation, and growth happen best when we're together. If you're ready to lead a high-performing team in a dynamic environment, we want to meet you.
HOW YOU'LL BE REWARDED
At TaxRise, we reward operational excellence and strong leadership with competitive pay and performance-driven incentives.
  • Base Salary: $110,000 - $130,000 per year
  • Monthly Bonus: $5,000 - $6,000 per month, based on department performance

WHAT YOU'LL DO
Department Leadership & Structure
  • Own end-to-end collections operations, including delinquency management, default prevention, account recovery, and resolution of past-due client balances.
  • Build and maintain a structured operating model with clear roles, performance expectations, workflows, and escalation paths.
  • Lead billing and collections agents through goal-setting, coaching, and performance management.
  • Establish consistent daily and weekly operating rhythms, scorecards, and accountability frameworks tied to individual agent collection rates, dollars collected, and payment plan performance.
  • Set clear standards for professionalism, compliance, and client-centric communication.
Collections Strategy & Client Retention
  • Oversee all collections activity to ensure accuracy, timeliness, and policy compliance.
  • Drive proactive, high-frequency contact strategies to engage clients who are past due or defaulting on initial payments, with clear expectations around daily contact activity, collection rates, and dollars recovered per agent, helping clients return to current or active status.
  • Design, launch, and manage email and SMS collections cadences using HubSpot and similar engagement tools to support consistent client outreach and payment plan follow-up.
  • Implement agency-style collections best practices, including segmentation, call strategies, scripting, and performance benchmarking.
  • Align billing and collections timing with client case progression and resolution milestones.
  • Continuously evaluate and refine billing and collections processes to support scale and efficiency.
Performance Management & Reporting
  • Own key performance indicators such as daily and weekly collection targets, collection rates, dollars collected, delinquency levels, early-stage default trends, payment plan adherence, cancellation trends, and individual collector productivity.
  • Deliver weekly and monthly operational reports and insights to senior leadership.
  • Identify performance gaps and execute corrective action plans at both individual and team levels.
Cross-Functional Operations
  • Partner closely with Sales, Quality Assurance, Client Success, and Processing to resolve account issues and improve client outcomes.
  • Align billing and collections policies with upstream sales practices and downstream servicing workflows.
  • Act as the senior escalation point for complex client or financial issues.
Systems, Compliance & Quality
  • Drive optimization of CRM and billing systems to improve visibility, reporting, and operational control.
  • Ensure consistent documentation, call quality, and system notes through regular audits and QA reviews.
  • Implement and enforce policies that ensure compliance, consistency, and high service standards.

WHAT YOU'LL NEED TO HAVE
  • Proven experience leading a large-scale billing and collections operation, preferably within a collections agency or high-volume financial services environment.
  • 10+ years of experience in billing, collections, with 5+ years in an operations or senior leadership role.
  • Strong background in building structure, processes, and performance frameworks in fast-paced environments.
  • Experience in financial services, consumer lending, tax relief, or related industries strongly preferred.
  • Ability to balance aggressive collections performance with client experience and retention goals.
  • Advanced proficiency with CRM systems (Salesforce preferred), Google Workspace, Excel, and call center platforms (e.g., TalkDesk).
  • Strong executive-level communication skills with the ability to influence across departments.
  • Data-driven, process-oriented mindset with a track record of driving measurable operational improvements.
  • Associate's degree or higher in Accounting, Finance, Business Administration, or a related field preferred.

WHAT WE OFFER
We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:
  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

ABOUT US
At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.
OUR COMMITMENT
At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
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