Administers employee benefits and leave programs, including open enrollment, claims, vendor coordination, and compliance with federal and California regulations. Manages CFRA, PFL, FMLA, ADA accommodations, workers’ compensation, and company leave programs. Serves as the primary employee contact, maintains documentation, prepares reports, supports payroll, conducts benefits education, and facilitates leave transitions and return-to-work processes while protecting sensitive personal information.
POSITION SUMMARY The Benefits and Leave of Absence (LOA) Specialist for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Director, Human Resources. This is a critical role in managing and administering employee benefits programs and leave of absence policies, ensuring compliance with federal, state, and local laws. This position will serve as the primary point of contact for employees regarding benefits, time off, and leave requests, while working closely with Human Resources, Payroll, and external vendors to deliver a seamless employee experience. In-depth knowledge of California-specific regulations, including the California Family Rights Act (CFRA), Paid Family Leave (PFL), and other applicable state leave laws, is essential for success in this role. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience. ESSENTIAL DUTIES & RESPONSIBILITIES
The essential functions include, but are not limited to the following:
The essential functions include, but are not limited to the following:
- Coordinate open enrollment and ensure timely processing of employee benefit elections, changes, and terminations.
- Serve as the main point of contact for employee benefit inquiries, including health, dental, vision, retirement, disability, and wellness programs.
- Collaborate with vendors to resolve claims, billing, and coverage issues.
- Ensure compliance with ERISA, ACA, COBRA, and other federal, state, and local benefits regulations.
- Administer and monitor employee leaves, including CFRA, PFL, FMLA, ADA accommodations, Workers’ Compensation, and company-sponsored leave programs.
- Act as a liaison between employees, managers, and third-party administrators to facilitate smooth leave transitions.
- Maintain accurate documentation and ensure compliance with required notice, tracking, and reporting obligations.
- Educate employees and managers on leave policies and procedures.
- Prepare reports for HR leadership and collaborate with Payroll to ensure correct leave and benefits payments.
- Conduct employee orientations and benefits workshops to promote engagement and understanding of available programs.
- Respond to employee inquiries with empathy, confidentiality, and accuracy.
- Guide employees through the leave process and support their re-entry to work after extended leaves.
- Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
- Other duties as assigned.
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What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
