Team Leader
$37,149–$66,851 year
On-siteMays Landing, New Jersey, United States
Job Summary
Lead a team of Tax Advisors and Client Service Professionals by translating executive directions into disciplined daily execution and coaching behaviors. Own the daily delivery of consultative client experience, serving as the on-site point of contact for escalated concerns and conducting client walk/talks to gather real-time feedback for team coaching. Manage day-to-day office operations, including appointment scheduling, capacity, and workflow, while leading daily huddles to communicate priorities. Coach associates using a structured roadmap to identify opportunity drivers and drive specific, actionable commitments. Partner with leadership to execute office-level growth plans, recruit and onboard associates, and ensure seasonal readiness through training and certification. Work in-person in a flexible schedule that expands from fall through April, including 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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