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Optima Tax Jobs in California (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

Protection Specialist

Santa Ana, CA · On-site

$18 - $32/hr

Optima Tax Relief's Protection Plan Team presents specialty services to tax payers and clients who have graduated from Optima's tax resolution services. Our Protection Specialist Sales Team showcases ...

W3Global Inc.

Director, Tax

Fresno, CA

$150K - $210K/yr

The successful candidate will manage a small in-house tax team, coordinate with external advisors, and serve as a strategic partner in managing risk and optimizing tax outcomes for the business and ...

Consultative Search Group

Tax Manager

Costa Mesa, CA · On-site

$100K - $130K/yr

The role involves ensuring the company meets federal, state, and local tax obligations, while optimizing tax strategies and minimizing tax liabilities. You will collaborate with internal teams and ...

Cerity Partners LLC

Senior Tax Accountant

Irvine, CA · On-site

$100 - $150/hr

Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ...

Cerity Partners

Senior Tax Accountant

Irvine, CA · On-site

$100K - $150K/yr

Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ...

Ceritypartners

Senior Tax Accountant

Irvine, CA · On-site

$100K - $150K/yr

Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ...

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Optima Tax information

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.

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 are popular job titles related to Optima Tax jobs in California?

For Optima Tax jobs in California, the most frequently searched job titles are:

What job categories do people searching Optima Tax jobs in California look for?

The top searched job categories for Optima Tax jobs in California are:

What cities in California are hiring for Optima Tax jobs?

Cities in California with the most Optima Tax job openings:

Optima Tax jobs near you
Infographic showing various Optima Tax job openings in California as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 100% In-person job distribution.

Tax Preparer 3

Optima Tax Relief

Santa Ana, CA

$23 - $25/mo

Full-time

Re-posted 15 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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