Team Leader
On-siteKingsland, Texas, United States
Job Summary
Lead a team of Tax Advisors and Client Service Professionals by translating strategic directions into disciplined daily execution and coaching behaviors. Own the delivery of the consultative client experience through direct client interactions, on-site escalation resolution, and real-time feedback collection via walk/talks. Manage day-to-day office operations including workflow, appointment scheduling, capacity, and associate work schedules while driving office-level growth targets for client count and revenue. Coach associates on client-facing professionalism and support the CCS/TA handoff, ensuring adoption of new processes and seasonal readiness. Partner with leadership to recruit, onboard, and address performance concerns, managing resistance to change with empathy. Work a flexible part-time schedule ramping for tax season, transitioning to expanded hours including evenings and weekends from January through April in an in-person role.
Required Qualifications
- People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment
- Strong client-centric mindset with a commitment to delivering differentiated, consultative client experience
- Demonstrated coaching capability — comfort observing performance, giving direct feedback, and driving behavior change
- Strong decision-making and judgment skills and the ability to function well in a fast-paced environment with minimal supervision
- Strong interpersonal and communication skills, including the ability to lead difficult conversations with clients and associates professionally
- Data fluency — comfort interpreting KPI, survey and coaching data to inform daily priorities and coaching focus
- Computer proficient with the ability to use MS Office, Teams, and office systems (Appointment Manager, Dimensions, Work Center, Copilot/Sidekick)
- Passionate, determined, and resilient with a customer-centric mindset
- Able to work a flexible work schedule and flexibility in work assignments based on business needs
- High school diploma / GED / equivalent required
Desired Qualifications
- Comfort operating in test-and-learn environments — adapting execution based on feedback while maintaining operational discipline and standards
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