Team Leader
On-siteBuda, Texas, United States
Job Summary
Lead a team of Tax Advisors and Client Service Professionals by translating strategic directions into disciplined daily execution, coaching staff on client-centric behaviors, and driving seasonal tax business growth. Manage office operations including appointment scheduling, capacity, and workflow, while conducting client walk/talks to gather feedback and translate insights into actionable coaching. Partner with leadership to execute office-level growth plans, recruit associates, and ensure readiness through certification and training adoption. Address performance gaps with direct feedback and lead the team through change with clarity and empathy. This in-person role requires a flexible schedule ramping up for tax season, including evening and weekend hours, with a focus on implementing new processes and maintaining high service standards.
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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