Human Resources Senior Generalist

Optima Tax Relief•Santa Ana, CA

9d•$75,000 - $85,000•Onsite

About The Position

The Human Resources Senior Generalist for Optima Tax Relief, LLC is based in the Santa Ana, California office and reports to the Director, Human Resources. The role supports a fast-paced environment and coordinates personnel records administration and employee file maintenance, including hires, transfers, disciplinary actions, performance improvement, unemployment claims, governmental inquiries, and employee complaints. The position requires strong organization, task management, communication, and time-management skills. The Senior Generalist also champions Optima’s culture and Core Values and helps deliver the best customer experience. The role partners with employees, managers, and business leaders to resolve HR matters, provide guidance, support organizational objectives, and ensure consistent application of company policies and procedures. It also supports onboarding, HR systems and transactions, employee relations, investigations, workers’ compensation matters, compliance audits, and termination activities. The position is full-time, located at the Santa Ana office, with a day shift. Essential initial training must be completed onsite for up to five business days unless prior management approval is provided; further onsite training may be required depending on business needs.

Requirements

Bachelor’s degree in a related field from an accredited institution, or an equivalent combination of education and experience.
Minimum of four years of proven HR experience.
Solid understanding of HR best practices, employment laws, and regulations.
Excellent organizational, time-management, written, and communication skills.
Strong ability to multitask.
Meticulous attention to detail and a high sense of accountability.
Proficiency and comfort with office equipment and computer skills, including Microsoft Office and Outlook.
Ability to handle sensitive information discreetly and maintain confidentiality.

Nice To Haves

PHR, SPHR, SHRM-CP, or SHRM-SCP certification.
Familiarity with HR information systems (HRIS), applicant tracking systems (ATS), and other HR-related software.
Positive mindset and a get-it-done attitude.
Strong work ethic and commitment to excellence.
Team-player approach.
Strong listening skills and the ability to understand and influence people.

Responsibilities

Partner with the HR Coordinator to manage the Ask HR ticketing system, resolve employee and manager inquiries promptly and accurately, escalate complex matters, and identify opportunities to improve HR processes and service delivery.
Work with management to resolve employee relations issues and conduct investigations, ensuring fair and consistent application of company policies and procedures.
Help provide HR-related training to mid-management.
Oversee personnel transactions in Paycom, including hires, transfers, promotions, status changes, and separations.
Process unemployment and disability claims.
Support the HR Coordinator with pre-employment and onboarding processes, and conduct periodic audits of I-9s, personnel files, and HRIS entries for accuracy, compliance, and consistency.
Support and coordinate investigations and information flow related to employees’ workers’ compensation injuries.
Work with leaders to develop performance improvement plans addressing performance issues.
Partner with business leaders to understand their goals and provide HR guidance supporting strategic objectives.
Keep employee bulletin boards in designated areas current with labor law postings and announcements.
Prepare, process, and oversee termination activities.
Assist the Director, Human Resources, in supporting company-wide HR objectives and initiatives.
Follow company protocols to protect client personally identifiable information (PII).
Perform other duties as assigned.
Attend and complete essential initial training onsite for up to five business days, unless prior management approval is provided; attend additional onsite training if required by business needs.