WHO WE ARE                                   

Optima Tax Relief is a tax resolution (tax representation) firm that helps people solve their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers with a variety of tax complaints. Our potential clients are in need of a number of services, including but not limited to the following:

• Help with IRS tax audits
• Filing past-due tax returns
• Removing an IRS levy or federal tax lien
• Setting up tax payment plans
• Removing wage garnishment
• Filing an offer in compromise         

Ranked #1 Financial Services Company by Inc. Magazine                           

Orange County Business Journal Best Places to Work from 2011-2015

Orange County Register Top Workplaces 2016

JOB RESPONSIBILITIES 

As a Full Time Investigation Support Rep, you will:

• Call and schedule phone appointments
• Process multiple Levies through phone and fax
• Call, follow up and verify Levy Releases with Clients’ Employers and Financial Institutions
• Manage and Prioritize Cases depending on the urgency
• Call the IRS and other Tax Agencies to request and verify information such as transcripts
• Upload transcripts and other documents to the appropriate location

REQUIREMENTS

• 1-2 years of Customer Service or Call Center Experience
• Able to Multi-task and Work in a fast paced environment
• Proficient in Microsoft applications, especially Word, Excel
• Team player
• Ability to work independently with minimal supervision and attention to detail
• Different shifts available between 7am-6pm M-F

COMPENSATION/BENEFITS

• $13/hr
• Monthly Performance Bonus
• Medical
• Dental
• Vision
• 401K
• Life & Supplemental Insurance
• Paid Time Off (Vacation, Sick, Holidays)
• Potential to grow within the company