Jobs at Optima Tax Relief LLC

Sorts, identifies, renames, uploads, scans, and organizes client documents and IRS notices within required processing timeframes. Maintains accurate electronic file placement, uses scanning equipment and client portals, and performs high-volume typing with minimal phone work. Requires strong organization, attention to detail, multitasking, accountability, and proficiency with Microsoft Office and Outlook. Initial training must be completed onsite for up to five business days.

Manages a cloud engineering team and leads the design, maintenance, optimization, migration, and security of cloud infrastructure. Oversees AWS-based services, automation, monitoring, CI/CD, infrastructure as code, deployments, troubleshooting, and technical project delivery. Provides mentorship, evaluates solutions, supports engineering teams, and serves as an escalation point for complex operational issues. Partners with IT leadership and cross-functional teams to improve reliability, security, and service performance.

Respond to inbound/outbound calls to assess and qualify prospective clients for tax-resolution services, enroll clients in Optima's programs, protect client PII, complete required CTEC certification, attend initial on-site training, and forward enrolled clients to tax resolution staff.

Conducts 100+ outbound calls daily to prospective members with tax concerns, asks probing questions, qualifies leads, and transfers qualified prospects to Tax Associates and Protection Specialists. Maintains accurate CRM records, monitors call and conversion metrics, protects client PII, builds rapport, and supports team sales targets in a fast-paced call center environment.

Administers employee benefits and leave programs, including open enrollment, claims, vendor coordination, and compliance with federal and California regulations. Manages CFRA, PFL, FMLA, ADA accommodations, workers’ compensation, and company leave programs. Serves as the primary employee contact, maintains documentation, prepares reports, supports payroll, conducts benefits education, and facilitates leave transitions and return-to-work processes while protecting sensitive personal information.

Prepare individual, corporate, partnership, and amended tax returns; communicate with members to verify documents and provide status updates; review transcripts and member files; collaborate with internal teams to bring members into tax compliance while protecting PII and delivering timely, accurate reports.