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Optima Tax Jobs (NOW HIRING)

Hoxton Circle

Tax Director

Fresno, CA · On-site

This includes ensuring compliance with federal, state, and international tax laws, optimizing tax strategies, and managing relationships with external tax advisors and auditors. The ideal candidate ...

ON.energy

Tax Manager

Miami, FL

$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 ...

MANNING SILVERMAN & COMPANY

Tax Manager

Lincolnshire, IL · On-site

$130K - $160K/yr

... optimizing tax strategies for our clients. We offer great work/life balance with tax season hourly requirements at 55 hours per week and have summer hours between Memorial Day and Labor Day . Non-tax ...

NextEra Energy

Principal Tax Attorney

Juno Beach, FL · On-site

... optimizing tax treatment. * Serve as the U.S. federal income tax single point of contact and accountability and be able to identify state income tax and non-income tax issues to be addressed by ...

NextEra Energy

Principal Tax Attorney

Juno Beach, FL · On-site

... optimizing tax treatment. * Serve as the U.S. federal income tax single point of contact and accountability and be able to identify state income tax and non-income tax issues to be addressed by ...

Fl Networks

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 ...

Fowler Packing

Director, Tax

Fresno, CA · On-site

$175K - $225K/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 ...

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 ...

Applus Laboratories

Senior Tax Specialist

Troy, MI · On-site

$65K - $66K/yr

The Senior Tax Specialist plays a critical role in ensuring the organization's compliance with federal, state, and local tax regulations while optimizing tax strategies to minimize liabilities. This ...

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 ...

Applus Laboratories

Senior Tax Specialist

Troy, MI · On-site

$65K - $66K/yr

The Senior Tax Specialist plays a critical role in ensuring the organization's compliance with federal, state, and local tax regulations while optimizing tax strategies to minimize liabilities. This ...

ARC Group

Corporate Tax Accountant

Coconut Grove, FL · Hybrid

The successful candidate will be responsible for managing corporate tax functions, ensuring compliance with tax regulations, and optimizing tax strategies to support the company's financial goals.

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All JobsOptima Tax Jobs

Optima Tax information

See salary details

$55K

$129.4K

$176K

How much do optima tax jobs pay per year?

As of Jul 22, 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:
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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 84% Full Time, 5% Part Time, and 11% Contract. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $129,367 per year, or $62.2 per hour.
Senior Product Manager - Tax-Aware Investing & Portfolio Optimization

Senior Product Manager - Tax-Aware Investing & Portfolio Optimization

KORE1 Technologies

Palo Alto, CA • On-site

$180K - $250K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Job description

Location: Candidates must be Bay Area-based; the role is mostly remote with light periodic in-person collaboration required in the Palo Alto, Mountain View, or Sunnyvale area. Team collaboration site/location is currently being finalized.

Travel: Travel for relationship-building with family offices, hedge funds, RIAs, fintechs, conferences, institutional meetings, demos, and partnership development. Realistically, probably 10-20%, depending on how aggressively you scale partnerships.

KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Senior Product Manager - Tax-Aware Investing & Portfolio Optimization

The Role
We are looking for a Senior Product Manager, Tax-Aware Portfolio Optimization to lead the product definition and development of our tax-aware investment capabilities.

This role is focused on building a product framework that helps users understand the potential tax impact of portfolio decisions, including tax-loss harvesting opportunities, wash sale risks, holding period considerations, realized / unrealized gains and losses, and tax-aware rebalancing.

This is not a role for creating tax-driven trading recommendations or replacing tax professionals. The goal is to build tax-aware portfolio optimization and decision-support workflows that are clear, explainable, compliance-aware, and human-controlled.

You will work closely with product, AI, engineering, data, quant, legal / compliance, and external tax professionals to define how tax considerations are incorporated into our Portfolio Optimization, Risk Review, and Decision Center experiences.

Traditional Product Manager experience is not required. We welcome candidates with deep U.S. investment tax expertise from RIAs, family offices, wealth management firms, brokerages, or investment platforms who have strong product instincts and are excited to help build AI-powered investment products.

What You Will Own
  • Define our tax-aware portfolio optimization product strategy and roadmap
  • Build product requirements for tax impact review, tax-aware rebalancing, tax-loss harvesting candidate detection, wash sale risk alerts, and holding period awareness
  • Define how tax-related insights appear in Portfolio Optimization, Risk Review, and Decision Center workflows
  • Translate U.S. investment tax concepts into clear product logic, data requirements, and user-facing explanations
  • Work with engineering and data teams to define requirements for cost basis, tax lots, acquisition date, realized / unrealized gain-loss, transaction history, holding period, and account type data
  • Partner with AI Product to define the tax-aware reasoning, decision logic, and structured, explainable outputs of AI-powered tax-aware agents.
  • Work with legal, compliance, and external tax professionals to ensure product boundaries are clear and risk-managed
  • Define user experience principles for tax-aware investment decisions, including estimates, assumptions, confidence levels, limitations, and professional tax-advisor reminders
  • Help prevent users from misinterpreting our outputs as formal tax advice or guaranteed tax savings
  • Build a product framework that starts with U.S. taxable brokerage accounts and can later expand to more advanced tax-aware investing use cases

Initial Product Scope
The first version of this product area will focus on:
  • U.S. taxable brokerage accounts
  • Equities and ETFs
  • Tax impact review
  • Tax-aware portfolio optimization
  • Tax-loss harvesting candidate detection
  • Wash sale risk awareness
  • Short-term vs. long-term holding period awareness
  • Realized and unrealized gain-loss summaries
  • Tax-aware rebalance review
  • Decision Center tax impact explanations
  • Clear 'not tax advice 'and' consult your tax professional' user-facing boundaries

Out of Scope for MVP
The first version will not focus on:
  • Retirement accounts such as IRA, Roth IRA, 401(k), or similar accounts
  • Trusts, entities, or cross-border tax scenarios
  • Full tax filing or tax return preparation
  • Guaranteed tax savings calculations
  • Options tax planning or complex derivatives tax treatment
  • Tax-driven trade recommendations
  • Automatically generated orders based solely on tax objectives
  • Replacing CPAs, tax advisors, or tax attorneys

Key Product Principles
  • We provide ax-aware decision support, not formal tax advice
  • Tax-aware insights should inform portfolio decisions, not override risk management
  • Tax considerations may influence recommendations, but should not independently trigger trades
  • Users remain the final decision-makers
  • Outputs must be structured, explainable, and bounded by clear assumptions
  • Product language should avoid promising tax savings or encouraging high-risk trades for tax purposes
  • Federal investment tax logic should be built first, with state-level considerations handled carefully and reviewed by tax professionals.

What Success Looks
First 3 Months
  • Define the product scope and boundaries for Tax-Aware Portfolio Optimization
  • Map required data inputs, including cost basis, tax lots, acquisition dates, realized / unrealized gain-loss, transaction history, holding period, and account type
  • Define MVP workflows for tax impact review, tax-loss candidate detection, wash sale risk awareness, and Decision Center tax explanations
  • Align product, AI, engineering, data, legal / compliance, and external tax advisors on product boundaries
  • Produce clear product requirements for the first version of the Tax-Aware Portfolio Optimization experience

6 Months
  • Ship the first version of Tax-Aware Portfolio Optimization for U.S. taxable brokerage accounts
  • Provide users with clear tax impact review, tax-loss candidate visibility, wash sale risk alerts, and holding period awareness
  • Integrate tax-aware insights into Portfolio Optimization, Risk Review, and Decision Center workflows
  • Establish safe and repeatable product language for tax-aware decision support
  • Build feedback loops with users, product, compliance, and tax professionals

12 Months
  • Establish Tax-Aware Portfolio Optimization as a meaningful differentiator within MoTA
  • Expand tax-aware portfolio workflows based on data quality, user needs, and compliance review
  • Improve user trust through clearer after-tax decision context and risk-aware explanations
  • Create a scalable framework for adding more tax-aware investing capabilities over time
  • Help us become more useful for professional investors, advisors, and high-value taxable brokerage account user

Qualifications
  • 5+ years of experience in product management, investment taxation, brokerage operations, wealth management, investment operations, or financial services roles involving taxable investment accounts.
  • Strong understanding of U.S. investment tax concepts such as capital gains / losses, cost basis, tax lots, holding periods, realized / unrealized gains, and wash sale rules
  • Experience working with taxable brokerage accounts, investment account data, brokerage reporting, portfolio management tools, or wealth management products
  • Ability to translate tax and investment concepts into product requirements, user workflows, decision logic, and data requirements
  • Experience working with engineering, data, product, legal, compliance, or external advisors to ship complex financial products
  • Strong judgment around product boundaries, user disclosures, risk-sensitive workflows, and compliance-aware product design
  • Ability to operate in a fast-moving, early-stage product environment

Preferred
  • Experience working within RIAs, family offices, wealth management firms, brokerages, or wealth technology companies is highly desirable.
  • Experience with brokerage tax products, tax-loss harvesting, tax-aware portfolio management, automated investing, robo-advisory, or wealthtech products
  • Experience working with cost basis, tax lots, acquisition dates, realized / unrealized P&L, transaction history, wash sale adjustments, or brokerage APIs
  • Experience at companies such as Wealthfront, Betterment, Schwab, Fidelity, Vanguard, Robinhood, Coinbase, TaxBit, CoinTracker, Apex Clearing, Alpaca, DriveWealth, Plaid, Addepar, Envestnet, Intuit / TurboTax, or similar platforms
  • Experience working with CPAs, tax advisors, legal teams, or compliance teams Familiarity with AI-powered, data-heavy, decision-support, or portfolio optimization products
  • Understanding of how federal tax logic interacts with state-level considerations, with the ability to build scalable and reviewable product frameworks
  • Experience working with cross-region teams
  • Comfortable collaborating across multiple time zones in a fast-paced startup environment.
  • Fluency in English and Mandarin Chinese is preferred due to cross-regional collaboration

Working Style
  • Domain-driven and detail-oriented
  • Strong product judgment around regulated or compliance-sensitive financial workflows
  • Able to work well with PMs, engineers, data teams, legal / compliance, and tax professionals
  • Comfortable building product logic from ambiguous domain requirements
  • Clear communicator who can simplify complex tax concepts without overpromising
  • Practical, structured, and careful with edge cases
  • Comfortable balancing user value, tax complexity, product feasibility, and risk

Not a Fit If
  • You want to build tax-driven trading recommendations rather than tax-aware decision support You are uncomfortable working with legal, compliance, or external tax professionals
  • You lack experience with investment tax, brokerage accounts, portfolio data, or financial product logic
  • You prefer broad product strategy over detailed domain modeling and product requirements
  • You are careless with compliance-sensitive language or user-facing assumptions
  • You are not comfortable operating in an early-stage environment
  • You believe tax optimization should override portfolio risk management

Compensation depends on experience but is typically $180,000‒ $250,000 USD annually, depending on experience and qualifications Actual compensation may vary based on factors including experience, skills, location, and scope of responsibility Benefits * Health insurance, paid time off, and other standard benefits

ABOUT KORE1
Specializing in professional and technical recruiting, KORE1 is committed to supporting top IT, Engineering, Creative, Scientific, Accounting and Finance professionals in their career paths. We build deep relationships with leading companies, connecting them to exceptional talent every day. With extensive industry expertise and unmatched opportunities, our goal is to provide a unique experience for our contractors and consultants as they prepare for their next role. We are passionate about matching the right people with the right companies.

Kore1 provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Kore1 complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Kore1 expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Kore1's employees to perform their job duties may result in discipline up to and including discharge.