Team Leader
$37,149–$66,851 year
On-siteRobbinsville, New Jersey, 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 consultative client experience through direct client interactions, on-site problem resolution, and real-time feedback collection via walk/talks. Manage day-to-day office operations including appointment scheduling, capacity, and workforce scheduling while leading daily huddles to communicate priorities. Coach associates on specific high-impact behaviors using a structured roadmap, address performance gaps, and drive adoption of new processes and seasonal readiness initiatives. Partner with senior leadership to execute office growth targets and recruit new talent. Work in-person in a flexible schedule transitioning to expanded hours during the tax season.
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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.