Teams at Optima Tax Relief LLC

Maintains and upgrades multi-site network, server, virtualization, cloud, and endpoint infrastructure. Administers Windows Server, Active Directory, Azure AD, Office 365, firewalls, backups, disaster recovery, and virtual environments. Troubleshoots hardware and software issues, supports IT Helpdesk escalations, manages vendors, documents infrastructure and recovery procedures, develops training materials, and assists with cloud migrations and automation.

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.

Communicates with prospective members about tax problems, assesses their needs, qualifies them for tax resolution services, enrolls eligible members, and forwards them to tax resolution staff. The role involves inbound and outbound calls, customer service, PII security, office software, onsite training, and obtaining CTEC certification within 90 days.