Optima Tax Relief Santa Ana , CA 92701

Posted 3 months ago

Here at Optima Tax Relief, how our employees feel about their job is important to us. Maybe that is why we have been rated one of Orange County Registers Top Places to work for the past 3 years! In addition to our amazing and award-winning work culture, we are one of Americas fastest growing private companies! Who are we here at Optima? We are the empathetic helpers, the go-getters, the work hard, play hard individuals of financial services and the advocate for our clients. One of our values is to operate in excellence and we are looking to hire individuals ready to represent with pride these qualities. We have several openings in our Orange County, CA and Chandler, Arizona offices and we need people like you to help us grow!

Speaking of excellence, we are committed to delivering industry-leading experience with not only our employees but our clients as well. We are humbled and honored to have received the following awards:

  • CEO Named a Top CEO by Glassdoor, 2018, 2019
  • Best Place to Work by Glassdoor, 2018, 2019
  • Orange County Register Top Workplaces, 2015, 2016, 2017, 2018
  • Americas Fastest Growing Private Companies Winner of INC. 5,000, 2015, 2016, 2017, 2018, 2019
  • Winner of the Better Business Bureaus Torch Award for Ethics

As a vital part of the Optima Tax Relief team, this position will perform general ledger accounting, routine accounts payable, bank statement reconciliation, payroll assistance (as back up), assist on preparing financial statements during month end closing and some research on GL, vendors, bank accounts for the company. This position will work closely with the Accounting and Finance department.

Essential Functions

  • Process daily accounts payable transactions for (4) companies using QuickBooks Enterprise on a routine basis

  • Responsible to ensure bills are paid on time, vendor relations are maintained, perform check run schedules, and identify cost savings opportunities.

  • Verify operational accounting transactions and comply with financial policies and procedures

  • Require to maintain a high level of confidentially when preparing manual checks such as termination checks, loan advance checks, etc.

  • Monitor general ledger expense accounts related to prepaid, inter-company & accrual schedules on a monthly or as needed basis.

  • Update vendor files in the system by obtaining W9s and to assist on 1099 year end filing

  • Ensure efficient and effective operations by providing administrative support to all departments with levels of priorities

  • Other duties as assigned by VP of Accounting

  • Maintain and update vendor payments, prepaid, security deposit and other relevant schedules

Marginal Functions

  • Timely respond to Sr. Director of Accounting, other departments, third-party, and vendors

  • Attend department meetings and communicate potential obstacles or issues

  • Perform Payroll Specialists duties as back up and assist Accounting Team Lead as assigned

The preceding functions have been examples provided of the types of work performed by employees assigned to this job classification. List is not all-inclusive and management reserves the right to add, modify, change, or rescind work assignments.


  • Experience with QuickBooks required

  • 3-5 Years of Accounting experience

  • Able to Multitask and Work in a fast paced environment

  • Proficient in Microsoft applications, especially Excel and Word

  • Excellent communication and positive "Can Do" attitude!


Required competencies that will be evaluated on a routine basis:

Accountability, Adaptability, Analytical, Creativity, Communication, Customer Focus, Integrity, Partnership & Collaboration, Positive Attitude, Problem Solving, and Productivity (these will be job specific)


  • DOE

  • Medical

  • Dental

  • Vision

  • 401K

  • Life & Supplemental Insurance

  • Paid Time Off (Vacation, Sick, Holiday)

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Optima Tax Relief