Team Leader
On-siteSan Marcos, 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 consultative client experience through on-site problem resolution, client walk/talks, and targeted coaching focused on specific knowledge, skill, or will gaps. Manage day-to-day office operations including appointment scheduling, capacity, and workflow, while driving adoption of new processes and seasonal readiness initiatives. Partner with senior leadership to execute office growth plans, recruit associates, and address performance concerns through direct feedback. Work a flexible part-time schedule ramping up in fall for an expanded tax season rotation from January through April, including evening and weekend hours, in an in-person setting.
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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