Project Manager - Business Analyst

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 4 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 an opening in our Orange County, CA office 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
  • Winner of the Better Business Bureau's Torch Award for Ethics


Our Project Manager will work closely with our COO and EVP of Technology to plan, organize, advise, and motivate agile teams to achieve a high-level of performance and quality products. If you are a Project Manager who values building a foundation for strong working partnerships, a maestro of leading/serving as a liaison of cross-functioning teams, and technically savvy we want to hear from you.

Responsibilities for Project Manager
  • Establish and implement training processes and strategies for all technical personnel
  • Analyze, plan and develop requirements and standards in reference to scheduled projects
  • Assign and oversee the daily tasks of technical personnel while ensuring all subordinates are actively working toward established milestones
  • Hold regular technical team meetings to determine progress and address any questions or challenges regarding projects
  • Determine and define clear deliverables, roles and responsibilities for staff members required for specific projects or initiatives
  • Research and evaluate hardware and software technology options and weigh the cost/benefit analysis when making large purchases on behalf of the company
  • Update and maintain all production technologies ensuring proper maintenance and installation

Qualifications for Project Manager
  • Bachelor's degree in Business, Management, CS, or related technical field required
  • Professional Project Management Certification from accredited intuition preferred
  • 5+ years of experience managing projects for technical teams
  • Demonstrated understanding of Project Management processes, strategies and methods
  • Excellent time management and organizational skills and experience establishing guidelines in these areas for others
  • Strong sense of personal accountability regarding decision-making and supervising department teams
  • Experience working in a high-level collaborative environment and promoting a teamwork mentality
  • Managerial experience applying analytical thinking and problem-solving skills
  • Ability to anticipate challenges and seek to proactively head-off obstacles


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