📌 Core Information
🔹 Job Title: Operations & Communications Lead
🔹 Company: Optima Tax Relief
🔹 Location: Santa Ana, California
🔹 Job Type: On-site, Full Time
🔹 Category: Financial Services
🔹 Date Posted: May 27, 2025
🔹 Experience Level: 0-2 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Overseeing internal communications and office operations
- Leading and supporting team members across multiple departments
- Collaborating with executive leadership on special projects
- Ensuring cross-functional alignment and task accountability
- Championing Optima’s culture and Core Values
ASSUMPTION: This role combines strategic planning with hands-on execution, requiring a versatile and adaptable individual.
📋 Key Responsibilities
✅ Lead and support internal communication efforts, including newsletters, company-wide announcements, and visual communications
✅ Discover training needs and provide coaching to team members
✅ Assist in planning, creating, and executing internal events and culture programs
✅ Oversee administrative functions such as inventory tracking, expense documentation, and purchasing workflows
✅ Act as a point of contact for special projects initiated by the CEO and executive team
✅ Provide day-to-day leadership to team members across internal communications, office administration, and security — ensuring task ownership, timely execution, and team collaboration
✅ Support attendance tracking, workload balancing, and internal reporting as needed
✅ Maintain strong working relationships with internal stakeholders and contribute to a positive, solutions-focused team environment
✅ Actively participate in Optima culture events and activities
✅ Perform additional tasks as assigned by the direct manager
✅ Ability to develop your team and lead by example
✅ Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII)
✅ Other duties as assigned
ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced environment.
🎯 Required Qualifications
Education: Bachelor's degree in related field from an accredited institution (preferred)
Experience: 1-2 years' relevant experience preferred
Required Skills:
- Proven ability to manage multiple responsibilities in a fast-paced, detail-oriented environment
- Experience leading projects, coordinating cross-functional efforts, or overseeing day-to-day team operations
- Strong written and verbal communication skills; design or content creation experience is a plus
- Excellent organizational, time-management, written, and communication skills
- History of successfully exceeding goals in a fast-paced environment
- Strong work ethic and commitment to excellence
- Meticulous attention to detail and high sense of accountability
- Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook)
- Strong ability to multi-task
- Team player
- Strong listening skills with the ability to understand and influence people
Preferred Skills:
- Experience supporting executive leadership or participating in high-visibility projects
ASSUMPTION: Candidates with experience in project management, team operations, or related fields are strongly encouraged to apply.
💰 Compensation & Benefits
Salary Range: $23,000 - $23,000 Base+Commission per month
Benefits:
- Fully accredited and A+ rated by the Better Business Bureau
- Over 400 full-time professionals, including dozens of in-house tax attorneys and licensed tax pros
- Collective mission to win the best outcome for every client and deliver clients a better financial future
Working Hours: 40 hours per week
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels. The actual salary may vary based on the candidate's qualifications and Optima Tax Relief's internal compensation structure.
📌 Applicant Insights
🔍 Company Context
Industry: Optima Tax Relief is a leading full-service tax resolution firm specializing in helping individuals and small business owners struggling with unmanageable IRS or state tax burdens.
Company Size: Optima Tax Relief has 501-1,000 employees, providing a large and established work environment with ample opportunities for growth and collaboration.
Founded: Optima Tax Relief was founded in 2011, with over a decade of experience in the tax resolution industry.
Company Description:
- Optima Tax Relief specializes in cases where wage garnishments, bank levies, liens, and other IRS collection actions may be involved
- The company's unique two-phase approach provides clients unparalleled clarity, control, and results as they proceed towards resolving their tax issues
- Optima Tax Relief is fully accredited and A+ rated by the Better Business Bureau
Company Specialties:
- tax relief
- tax resolution
- tax consultation
- and tax negotiation
Company Website: https://www.optimataxrelief.com
ASSUMPTION: Optima Tax Relief's extensive experience and expertise in tax resolution make it an attractive employer for individuals seeking a career in the financial services industry.
📊 Role Analysis
Career Level: This role is suitable for early to mid-career professionals with 1-2 years of relevant experience in project management, team operations, or related fields.
Reporting Structure: The Operations & Communications Lead reports directly to the Business Analyst.
Work Arrangement: This is an on-site, full-time position with a 40-hour workweek.
Growth Opportunities:
- Potential advancement to management or leadership roles within the Office Administration department
- Cross-functional collaboration with various departments, providing exposure to different aspects of the business
- Opportunities to work on high-visibility projects and gain experience supporting executive leadership
ASSUMPTION: Optima Tax Relief's large employee base and diverse range of departments offer numerous growth opportunities for motivated and ambitious professionals.
🌍 Location & Work Environment
Office Type: Optima Tax Relief's headquarters is located in Santa Ana, California, with a modern and professional office environment.
Office Location(s): 6 Hutton Centre Dr, Suite 300, Santa Ana, California 92707, US
Geographic Context:
- Santa Ana is located in Orange County, California, with a population of approximately 335,000 residents
- The city offers a mix of urban and suburban living, with numerous parks, beaches, and cultural attractions nearby
- Santa Ana is conveniently located near major highways and public transportation options, making it an accessible commuting location
Work Schedule: The work schedule for this role is Monday through Friday, 8:00 AM to 5:00 PM, with a one-hour lunch break.
ASSUMPTION: Optima Tax Relief's central location in Santa Ana provides employees with easy access to various amenities and recreational opportunities.
💼 Interview & Application Insights
Typical Process:
- Initial phone or video screening to assess communication skills and cultural fit
- In-depth behavioral interviews to evaluate problem-solving skills, leadership potential, and adaptability
- Final round interviews with key stakeholders, including the Business Analyst and other department heads
Key Assessment Areas:
- Communication skills, both written and verbal
- Leadership potential and ability to manage teams
- Problem-solving skills and ability to think critically
- Adaptability and flexibility in a fast-paced environment
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Demonstrate your understanding of Optima Tax Relief's mission and values in your application materials
- Prepare for behavioral interview questions by reflecting on your past experiences and accomplishments
- Research Optima Tax Relief's company culture and be ready to discuss how your personal values align with theirs
ATS Keywords: communication, leadership, project management, team operations, office administration, event planning, problem-solving, Microsoft Office, multi-tasking, team player, listening skills
ASSUMPTION: Optima Tax Relief's hiring process is designed to assess candidates' skills, cultural fit, and potential for growth within the organization.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Project management tools (e.g., Asana, Trello, Microsoft Project)
- Communication and collaboration platforms (e.g., Slack, Microsoft Teams)
- Office equipment and software (e.g., printers, scanners, copiers)
ASSUMPTION: Optima Tax Relief provides the necessary tools and technologies for employees to perform their jobs effectively.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Expertise
- Empathy
- Results-driven
- Collaboration
Work Style:
- Optima Tax Relief values a positive, solutions-focused, and team-oriented work environment
- The company encourages open communication, active listening, and constructive feedback
- Employees are expected to be self-motivated, proactive, and adaptable in a fast-paced setting
Self-Assessment Questions:
- How do your personal values align with Optima Tax Relief's core values?
- Describe a time when you had to manage multiple responsibilities in a fast-paced environment. How did you prioritize your tasks and ensure successful outcomes?
- How do you approach working collaboratively with team members from diverse departments to achieve common goals?
ASSUMPTION: Optima Tax Relief's company culture emphasizes strong communication, teamwork, and a commitment to delivering exceptional results for clients.
⚠️ Potential Challenges
- Managing multiple responsibilities and priorities in a fast-paced environment
- Balancing the needs of various departments and stakeholders
- Adapting to changes in company priorities or projects
- Ensuring the confidentiality and security of sensitive client information
ASSUMPTION: Optima Tax Relief's dynamic work environment may present challenges, but also offers opportunities for professional growth and development.
📈 Similar Roles Comparison
- Operations & Communications Lead vs. Project Manager: Both roles require strong organizational skills, attention to detail, and the ability to manage multiple responsibilities. However, the Operations & Communications Lead has a broader scope, encompassing internal communications, office administration, and security, while a Project Manager focuses more on project planning, execution, and delivery.
- Industry-specific context: The tax resolution industry is unique, with its own set of regulations, compliance requirements, and client needs. This role requires an understanding of these specific aspects, which may differ from other project management or operations roles in different industries.
- Career path comparison: The Operations & Communications Lead role can serve as a stepping stone to management or leadership positions within the Office Administration department or other related departments. In contrast, a Project Manager role may lead to project management-specific career paths, such as Program Manager or Project Management Office (PMO) roles.
ASSUMPTION: While both roles share some similarities, the Operations & Communications Lead position is more suited to individuals with strong communication skills, leadership potential, and a broad range of responsibilities.
📝 Sample Projects
- Planning and executing a company-wide event, such as a team-building activity or a client appreciation event, requiring coordination with multiple departments and vendors
- Developing and implementing a new internal communication strategy to improve employee engagement and collaboration
- Streamlining office administration processes, such as inventory management or expense documentation, to enhance efficiency and accuracy
ASSUMPTION: The sample projects listed above are intended to illustrate the diverse range of responsibilities and initiatives that the Operations & Communications Lead may undertake in this role.
❓ Key Questions to Ask During Interview
- Can you describe a typical day or week in this role, and how would my priorities and responsibilities evolve over time?
- How does the Business Analyst support the Operations & Communications Lead in their day-to-day tasks and long-term strategic initiatives?
- What are the most important qualities and skills you look for in a successful candidate for this role?
- How does Optima Tax Relief foster a positive and inclusive work environment, and what resources are available to support employee growth and development?
- What are the most significant challenges facing the Office Administration department in the next 1-2 years, and how can this role contribute to addressing them?
ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and commitment to understanding the company's culture and priorities.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to emphasize your relevant experience and skills for this role
- Prepare for the interview by researching Optima Tax Relief's company culture and mission, and reflecting on your past experiences and accomplishments
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
