Resolution POA Associate

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

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

Orange County Register Top Workplaces

Please feel free to visit our website and meet our staff at www.optimataxrelief.com

Summary of Role

The Resolution Power of Attorney (POA) Team is responsible for obtaining wet/live signatures on the POA for our Resolution Phase clients, and filing the document in a safe and secure area to protect our clients' sensitive and personal information. We maintain a Customer-Centric approach to retrieving these documents from the clients, but also stress the urgency to the client of this time-sensitive document so that we can effectively negotiate with the IRS on the client's behalf.

  • Create a new POA with the respective Tax Pro assigned to the case
  • Mail new POA to client to obtain live/wet signatures
  • Retrieve new POA, upload to client's case and file in our secure filing cabinets
  • Push client's case forward!
  • Schedule is M-F, 8am-5pm

Compensation/Benefits:

  • $14/hr
  • Medical
  • Dental
  • Vision
  • 401K
  • Life & Supplemental Insurance
  • Paid Time Off (Vacation, Holiday, Sick)
  • Potential to grow within the company

Equal Opportunity Employer, including disabled and veterans.


Meet Some of Optima Tax Relief's Employees

Alisha N.

Associate Director of Resolution-ACS

Alisha assists Optima Tax Relief case managers and tax professionals with day-to-day issues, ensuring they have every resource they need to help clients reach financial resolutions.

Michelle B.

Director of Sales

Michelle mentors and trains Optima Tax Relief’s sales agents from the first day they walk through the front door through their entire tenure at the organization.


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