POSITION SUMMARY
The Human Resources Senior Generalist for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Director, Human Resources. This role must have the ability to complete tasks in a fast paced environment. The ideal candidate will be a quick learner, detail-oriented, and have the ability to complete tasks in a group environment. This role will coordinate all personnel records administration and employee file maintenance, i.e., hires, transfers, disciplinary actions, performance improvement, unemployment claims, governmental inquiries, and managing complaints, etc. The role also requires strong professional skills in general organization and task management, oral and written communication, and time management. 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:
- Partner with the HR Coordinator to manage the Ask HR ticketing system, ensuring timely and accurate resolution of employee and manager inquiries, escalating complex matters as appropriate, and identifying opportunities to improve HR processes and service delivery.
- Work with Management to resolve Employee Relations issues and conduct investigations as necessary, ensuring fair and consistent application of company policies and procedures.
- Help provide training to Mid-Management on HR Related subjects.
- Oversee personnel transactions in Paycom including hires, transfers, promotions, status changes, and separations.
- Responsible for processing of unemployment and disability claims.
- Support the HR Coordinator in administering pre-employment and onboarding processes, conducting periodic audits of I-9s, personnel files, and HRIS entries to ensure accuracy, compliance, and consistency.
- Support and coordinate the investigation and flow of information for employee’s workers' compensation injuries.
- Work with leaders to develop performance improvement plans to identify and address performance issues.
- Partner with business leaders to understand their goals and provide HR guidance to support strategic objectives.
- Ensure employee bulletin boards in specific areas are up to date with all labor law postings, current announcements, etc.
- Prepare, process and oversee termination activities.
- Assist the Director, Human Resources in supporting corporate wide Human Resources objectives and initiatives.
- Follow company protocols to ensure the highest level of security to protect the client 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.
QualificationsEDUCATION AND EXPERIENCE REQUIREMENTS
- Bachelor's degree in related field from an accredited institution or equivalent combination of education and experience.
- Minimum 4 years proven HR experience.
- PHR, SPHR, SHRM-CP or SHRM-SCP certification a plus.
- Solid understanding of HR best practices, employment laws, and regulations.
KNOWLEDGE, SKILLS,& ABILITIES
- A positive mindset and "get-it-done" attitude.
- Excellent organizational, time-management, written, and communication skills.
- Strong ability to multi-task.
- Strong work ethic and commitment to excellence.
- Meticulous attention to detail and high sense of accountability.
- Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook). Familiarity with HR Information Systems (HRIS), applicant tracking systems (ATS), and other HR-related software.
- Team player.
- Strong listening skills with the ability to understand and influence people.
- Ability to handle sensitive information with discretion and maintain confidentiality.
Skills Required
- Bachelor's degree in a related field from an accredited institution, or equivalent combination of education and experience
- Minimum 4 years of proven HR experience
- Solid understanding of HR best practices, employment laws, and regulations
- PHR, SPHR, SHRM-CP, or SHRM-SCP certification
- Proficiency with Microsoft Office and Outlook
- Familiarity with HR information systems, applicant tracking systems, and other HR-related software
- Ability to handle sensitive information discreetly and maintain confidentiality
What We Do
Optima Tax Relief is a leading tax resolution firm dedicated to helping individuals and businesses resolve unmanageable IRS and state tax liabilities. Specializing in tax relief assistance programs, the company provides full-service resolution services, including tax negotiations and audit defense, to help clients overcome financial hardships and secure a better financial future.
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