Team Leader
On-siteElgin, Texas, United States
Job Summary
Lead a team of Tax Advisors and Client Service Professionals by translating office strategy into disciplined daily execution, coaching staff on client-centric behaviors, and resolving escalated service concerns. Manage day-to-day office operations including appointment scheduling, capacity, and walk-in coverage while conducting client walk/talks to gather real-time feedback and drive team performance. Partner with leadership to execute growth plans for client count and revenue, oversee seasonal readiness and training adoption, and lead the team through change with empathy. Work a flexible part-time schedule ramping up for tax season in January through April, including evening and weekend hours, 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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