Helpdesk Technician Support

    • Santa Ana, CA

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 Register's Top Places to work for the past 3 years! In addition to our amazing and award-winning work culture, we are one of America's 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, California 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
  • America's Fastest Growing Private Companies Winner of INC. 5,000, 2015, 2016, 2017, 2018, 2019
  • Winner of the Better Business Bureau's Torch Award for Ethics

Why Optima Tax Relief:
  • Strong Company Core Values
  • Commitment to Positive Client Experiences
  • Ethical Work is conducted with the Highest Level of Integrity...Always
  • Strong Corporate Culture: Community Outreach, Interactive Wellness Program, Knott's Day...There's Always Something to Look Forward to!
  • Employee Development and Potential Career Advancement
  • Expansion, Innovation and Professional Growth!

Helpdesk Technician Support

The Helpdesk team is a vital part of our company, and as part of that team you will be providing technical assistance, responding to queries, writing training material, training users, completing tickets and managing and maintaining the hardware/software for all users in the company. Daily you will be working with not only standard users, but with the executives and department heads of the company and will be expected to deliver exceptional/outstanding customer service.

Essential Functions:
  • Manage user deployments, transfers, and terminations.
  • Assist with company-wide implementations
  • Answer incoming requests by phones, email, tickets, and in-person.
  • Create training material for users, and other technicians.
  • Identify and escalate situations requiring urgent attention.
  • Research issues, using all available resources.
  • Maintain and troubleshoot all hardware, and software issues. Such as, but not limited to; PC's, Printers, Scanners, Tablets, Laptops, Fax's, etc.
  • Provide a positive customer service experience
  • Other duties as assigned, may not be strictly IT related

Marginal Functions:
  • Demonstrate flexibility and adaptation to changing priorities.
  • Timely respond to supervisor or company inquires.
  • Research problems/solutions without direct supervision.
  • Attend department meetings daily, weekly, and monthly.


Minimum of 1 year of professional IT helpdesk or equivalent experience

Work Environment:

This job operates in an office setting, with low to moderate noise levels, and temperature-controlled environment. We work out of 3 sites, two of which are in a shared courtyard, the other which is about? a mile down the street. You will routinely be working with PCs, Faxes, Printers, Phones. Occasionally you may have to assist with maintenance in building MPOE.

Physical Requirements:

While performing the duties of this job, the employee is regularly required to talk with other employees and hear responses and instructions. Employee is required to sit at desk for part of the workday with frequent standing and walking within office environment, and between building sites. The employee is required to use hands and fingers for writing and typing, and to operate a computer and other office productivity machinery, such as copy machines, and computer printer. Employee may occasionally crouch or kneel to reach inventory or to clean server rooms. Be willing and able to ascend/descend ladders to reach access-points or ethernet drops. The employee must occasionally lift and/or move up to 50lbs. Specific vision abilities required by the job include close vision, distance vision (may be corrected), peripheral vision, depth perception, and ability to focus on task at hand.


Some travel may be required for this position; as job duties and team's need arise. Maximum travel should be between sites, about half a mile.

Position Type and Expected Hours of Work:
This is a full-time position. Days and hours of work are Monday through Friday in an 8-hour shift between 6:00 a.m. to 6:30 p.m. with a 60-minute meal break daily. Additional hours and weekend work may be required as job duties demand.

Compensation and Benefits
  • DOE
  • Medical
  • Dental
  • Vision
  • 401K
  • Life & Supplemental Insurance
  • Paid Time Off (Vacation, Sick, Holiday)
  • Potential to grow within the company

Back to top