Team Leader
On-siteHutto, Texas, United States
Job Summary
Lead a team of Tax Advisors and Client Service Professionals by translating strategic directions into disciplined daily execution, coaching staff on client-centric behaviors, and driving seasonal tax business growth. Manage office operations including appointment scheduling, capacity, and workflow while conducting client walk/talks to gather feedback and refine coaching strategies. Serve as the on-site point of contact for escalated client concerns, resolve performance gaps with direct feedback, and ensure timely adoption of new processes and technology. Partner with leadership to execute office-level growth plans, recruit associates, and maintain seasonal readiness through certification and training. Work an in-person flexible schedule ramping up for tax season with evening and weekend hours as needed.
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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