Team Leader
On-siteCedar Park, Texas, United States
Job Summary
Lead a team of Tax Advisors and Client Service Professionals by translating office strategy into disciplined daily execution and driving seasonal tax business growth. Own the delivery of consultative client experience through direct coaching, walk/talks, and exit conversations to gather real-time feedback. Manage day-to-day office operations, including appointment scheduling, capacity, and workflow, while leading daily huddles and ensuring accurate timekeeping. Partner with leadership to execute office-level growth plans, recruit associates, and maintain seasonal readiness through training and certification. Conduct performance conversations and address behavioral gaps with direct feedback. This role requires in-person work during tax season, including evening and weekend hours, with a flexible part-time ramp-up schedule.
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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