2,573 Results for

Client Services Jobs in Oakland, CA

Jobs

Palo Alto, CA

Remote

$140,000–$170,000 / year

We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.

4 days ago

San Francisco, CA

$136,000–$165,000 / year

p>A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

30+ days ago

San Francisco, CA

$112,000–$150,000 / year

p>A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

30+ days ago

SF, CA

$70,304–$71,991 / year
Full time

Our Community Living Department is seeking a dedicated and dynamic Case Manager for our Supported Living Program, serving the San Francisco, San Mateo, and East Bay Areas.

As a Program Case Manager, you will be at the heart of our mission, overseeing 6-8 Supported Living cases and ensuring that our clients lead fulfilling lives in the communities of their choice.

5 days ago

San Francisco, CA

$85,000–$110,000

Learn more about working here at http://www.aramarkcareers.com or connect with us on Facebook, Instagram and Twitter. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation.

29 days ago

Pleasanton, CA

$150,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

4 days ago

Alameda, CA

$85,000–$115,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will coordinate initial PMA visits, communicate with customers about scheduling and site requirements, support data accuracy, and help ensure renewals and retention efforts are handled professionally and on time.

4 days ago

San Francisco, CA

$124,300–$198,600 / year

Demonstrated quantitative rigor • Proficient and ideally a power-user of spreadsheet and presentation tools • Attention to detail and the ability to structure and analyse financial, operational, and market data • Outstanding stakeholder management abilities at both senior and junior levels • Strong executive communication and presentation skills. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD • Experience in and/or significant exposure to the payments industry preferred • Ability to lead and manage complex workstreams or small projects independently • Superior analytical and problem-solving skills.

1 day ago

Foster City, CA

$169,100–$270,800 / year

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.

2 days ago

Richmond, CA

$25–$30 / hour
Contractor
Full time

The client offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting, and resource recovery. Oversee post-shipment processes, including reviewing job documentation, verifying approvals, and resolving discrepancies to ensure acceptance and accurate invoicing.

2 days ago

San Francisco, CA

Remote

$93,600–$159,328 / year

li>Experience working with ArcGIS applications and technologies (such as ArcGIS Hub, ArcGIS Map Viewer, ArcGIS REST APIs, ArcGIS API for Python, ArcGIS Maps SDKs). You will act as a service owner and trusted decision‑maker, shaping priorities, balancing tradeoffs, and ensuring our web services remain reliable, scalable, and valuable to customers over time.

17 days ago

San Francisco, CA

$115,000–$165,000 / year

p>The Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues.

Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

30+ days ago

Fremont, CA

With over 30 years of success, a strong team-oriented culture, and partnerships with high-profile clients in industries such as automotive, aerospace, and advanced manufacturing, this is an exciting opportunity to make a meaningful impact while working alongside professionals who value safety, quality, teamwork, customer service, and continuous improvement.

1 day ago

Walnut Creek, CA

$65,000–$85,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients, ensuring excellent customer service, policy accuracy, and strong client relationships.

4 days ago

San Francisco, CA

Remote

You will oversee AV for large-scale internal events and all-hands meetings, manage digital signage across office locations, and partner with Facilities and IT to ensure a consistent, high-quality hybrid meeting experience that upholds the principles of digital employee experience. You will be responsible for defining and enforcing service level targets, driving continuous improvement in ticket deflection and resolution time, and maturing the ITSM platform to support a scalable, user-centric support model aligned with the zero-touch automation vision.

6 days ago

Walnut Creek, CA

$125,000–$150,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate must have a very strong background of experience working primarily with medium to large size commercial accounts and possess a minimum of three to five years of insurance agency experience in an account management role.

4 days ago

San Francisco, CA

$120,000–$165,000 / year

4 days ago

Piedmont, CA

$200,000–$275,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.

3 days ago

San Francisco, CA

p>• Engage the Client’s key leaders to understand, redesign, and deploy strategic business workflows across the full spectrum of the investment cycle, including pre-trade decisioning, order management, trading, investment operations, risk management/compliance/oversight, closed-book accounting, or performance measurement & attribution  . Chief Investment Officer, Chief Risk Officer, Head Portfolio Managers, Head of Investment Operations, Chief Technology Officer) and provide strong leadership throughout the Aladdin implementation  .

9 days ago

San Francisco, CA

li>Establishes plans and strategies to expand the customer base in the marketing area and contributes to the development of training and educational programs for clients.

Develop and make presentations of company products and services to current and potential clients.

3 days ago

VALLEJO, CA

$26–$30 / hour

Sprague Pest Solutions is looking for a Route Manager to join our mission of protecting public health, product and food safety for commercial clients in industries like retail, food service, and logistics. This position reports to the Branch Manager and partners with Operations Managers, Sales Reps, and a team of Route Managers (technicians) to continually enhance client satisfaction and business operations.

4 days ago

Palo Alto, CA

$30–$35 / hour

Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Our client, a luxury retail brand known for its commitment to craftsmanship and timeless style, is seeking a Client Advisor to join their team.

5 days ago

San Francisco, CA

$199,900–$320,000 / year

Sales Engineers partner closely with Specialist Sellers and Account Executives throughout the pre‑sales and deal cycle, ensuring solutions are technically feasible, differentiated, and aligned to client architecture and business objectives. The Sales Engineer (SE) is a technical sales specialist responsible for enabling the sale of complex Risk & Fraud related Visa products through deep solution expertise, technical validation, and value‑based selling.

3 days ago

Foster City, CA

$169,100–$270,800 / year

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In addition to owning Visa Cloud Connect end‑to‑end, this role will work closely with senior product leaders across Authorization and AI-driven network decisioning platforms to learn, contribute to, and support advanced authorization products such as Smarter Authorization (Smarter Auth), Smarter Retry, and Smarter Stand‑In Processing (Smarter STIP).

This is a highly technical, platform-focused product role suited for a senior PM who thrives in cloud connectivity, network infrastructure, data-intensive systems, and AI‑driven platforms, and who wants to grow deeper into authorization and AI product management over time.

2 days ago

Foster City, CA

$146,200–$233,700 / year

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This role sits at the intersection of agentic AI, B2B payments, virtual cards, and data-driven decisioning, working directly with clients, partners, and internal teams to design and deliver next-generation commercial payment solutions. This includes deep solutioning across virtual cards, commercial data, APIs, embedded payments, and orchestration layers that enable AI-driven procurement, payables automation, dynamic controls, and intelligent reconciliation.

1 day ago

San Mateo, CA

$49,000–$54,000 / year

Where a position or applicant may fall in a particular wage range depends on a number of factors including but not limited to skill sets, experience training licenses and certifications (if applicable), and other business and organization needs.

The responsibilities of the role will include:

Working directly with clients as the primary point of contact for day-to-day account support, problem resolution, technical clarity, research, and analysis.

30+ days ago

Foster City, CA

$146,200–$233,700 / year

Solution Delivery: Contribute to product discovery, working closely with Product leaders, Data Scientists, UX teams and other stakeholders to establish a clear understanding of the target users’, pain points to ensure solutions meet the required product outcomes. Accountabilities: Strategy, Planning and Prioritisation: Work with product leaders to understand product area vision and goals, communicating with stakeholders and working with product engineering teams to ensure that the team maintains a cohesive vision and delivers outcomes that are aligned to goals.

10 days ago

Foster City, CA

$169,100–$270,800 / year

Masters, MBA, JD, MD) or 3 or more years of experience with a PhD Knowledge of consumer payments, digital wallets, tokens or other financial services or banking products Strong experience with solution architecture for payment platforms, including payment rails, gateways, partner integrations, and APIs. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

7 days ago

Richmond, CA

$25–$30 / hour

li style="text-align:left">Collaborate and coordinate with team members to manage all other incoming customer requests, including support for quoting new service categories and working with the billing team on the customer invoicing process.

Provide technical support to customers and Client teams, providing guidance in chemical grouping, disposal options, approvals, RCRA & DOT regulations, and compliance.

2 days ago

Oakland, CA

$69–$80 / hour
Full time

Knowledge of:Advanced knowledge of the technical and/or professional field of study required by specific assigned projects; principles and practices of project management; principles of supervision, motivation, team building, training, and conflict resolution; the general principles of accounting and budget management; English usage, spelling, grammar, and punctuation; modern office practices, methods, and computer equipment and applications commonly used software for spreadsheets, word processing, and presentation at the intermediate level of proficiency, as well as specific software required for assigned projects at the advanced level of proficiency; techniques for providing a high level of customer service by effectively working with the public, vendors, contractors, and District staff. Leads, or participates in the negotiation, implementation, and administration of professional services agreements, Evaluates and recommends professional consulting services for assigned projects; develops and disseminates Requests for Proposals (RFPs), Request for Qualifications (RFQs) and Invitation For Bids (IFBs) and develops proposal evaluation criteria; assists in the negotiation, preparation and administration of professional services and contracts; recommends and prepares amendments to professional services contracts.

9 days ago

San Francisco, CA

Remote

$105,000–$115,000 / year

p>By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue.

Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.

3 days ago

San Francisco, CA

$79,800–$168,000 / year

p>A Tax Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

30+ days ago

Menlo Park, CA

$28–$36 / hour

The position may also require outreach in outdoor or residential environments, including shelters, encampments, and other community locations, where exposure to varying weather conditions and environmental factors can occur.

Responsible for the coordination and provision of supportive services including financial assistance, income and health benefits, income maximization supports, and health care navigation.

2 days ago

San Francisco, CA

Remote

$85,000–$100,000 / year

3 days ago

San Francisco, CA

p>• AI, Data, and Productivity: Use AI, data, and automation tools to improve personal and team productivity — including synthesizing meeting notes, preparing executive summaries, analyzing client information, identifying account trends, automating repetitive workflows, and improving the speed and quality of client engagement. You will work with clients across the institutional investment landscape whose investment programs span public and private markets, with sophisticated governance structures, broad asset class coverage, and senior stakeholders across investment, operations, risk, technology, and finance.

9 days ago

San Francisco, CA

$125,000–$175,000 / year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

30+ days ago

San Francisco, CA

Additional responsibilities include identifying deficiencies within the group and escalating them to the Director, building positive relationships both internally and externally, maintaining Key Performance Indicators (KPIs), and delivering annual reviews with staff, along with corrective actions when necessary.

The A/R Management Manager is responsible for directly managing the ARM team and ensuring that outstanding accounts, denials, and appeals are accurate and followed up on in a timely manner to maximize reimbursements.

4 days ago

San Francisco, CA

BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles across public and private markets. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management.

9 days ago

San Francisco, CA

Remote

$90,000–$140,000 / year

li>Defines agency’s change management and transition communication requirements and performance metrics with a focus on mitigating adoption risks and satisfying customer information needs Identify agency stakeholder groups, assess stakeholder information needs, and prepare communication planning materials outlining key messages, methods, and timing by stakeholder group.

Censeo is seeking a consultant to serve as a Customer Engagement Manager to support the GSA and other federal client agencies by providing customer engagement and operations planning support to customer agencies transitioning to the GO.gov e-gov travel services (ETS) shared service.

30+ days ago

San Francisco, CA

li>Use a selection of sales techniques to identify, counter and resolve objections and uses a range of influencing skills to achieve closure of the deal and achieve personal targets, whilst knowing when to compromise to gain the most equitable solution without damaging future relationships.

Manage, track and close complex or large sales that may cover multiple products/services within agreed timescales, using judgment to know when to influence key decision makers to achieve timely closure of deals.

30+ days ago

Mountain View, CA

$119,800–$234,700 / year

p>You will deeply understand developer problems in the rapidly evolving AI landscape and use a data driven approach combined with creativity, curiosity and AI expertise to lead the team and drive platform features through design, development, market fit and the relentless pursuit of scale adoption.  . There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $158,400 - $258,000 per year.

30+ days ago

San Francisco, CA

Remote

p>You’ll be calling on and working with heads of leadership development, senior HR, Talent, Learning & Development, and Inclusion leaders to consult and proposed tailored Leadership Development and Inclusion engagements.

From our global experience working across thousands of projects and initiatives over the past 55 years, weve learned that relationships, business, work, innovation, strategy, and transformation are all about people.

30+ days ago

San Francisco, CA

This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants.

30 days ago

Oakland, CA

The Client Services Associate is the outward face of our company with the overarching goals and responsibilities to represent our company to new clients, support our current clients and make sure their issues are resolved appropriately and in a timely manner. With an Entrust self-directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.

24 days ago

Walnut Creek, CA

$144,000–$196,000 / year

They will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.

30+ days ago

$105,375–$215,375 / year

p>At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

15 days ago

San Francisco, CA

$177,000–$264,000 / year

In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. This role is designed for an experienced relationship leader who understands municipal operations, major capital program funding and delivery, and the challenges of affordability, regulatory compliance, and community expectations.

30+ days ago

Union City, CA

At BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all.

Benefits And Perks:

Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients.

30+ days ago

Union City, CA

p>Benefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients.

The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers, including physicians, OB/GYN clinics, auxiliary staff, and patients.

30+ days ago

san francisco, CA

$160,000–$253,900 / year

The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and Proficient use of technology.

30+ days ago

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Client Services Jobs in Oakland, CA

REMOTE - Senior Tax Manager - Private Client Services Jobot

Tax Experienced Manager, Private Client Services bdo consulting

Tax Manager, Private Client Services bdo consulting

Case Manager (Supported Living Disability Services) Toolworks

Senior Catering Services Manager Aramark

Associate Attorney -- Student Services and Disabilities (2-5 years) Jobot

HVAC Service Contracts Rep Jobot

Product Strategy Manager, NA Value Added Services – Processing Solutions Visa Technology and Operations LLC

Sr. Product Manager, Global Token Services Visa Technology and Operations LLC

Customer Service Coordinator Above and Beyond Talent Acquisition

Sr. Product Engineer – Web Services Esri

Tax Experienced Manager, Core Tax Services bdo consulting

Customer Service Manager (Manufacturing) Davron LLC

Personal Lines Account Manager Jobot

Director, Digital Workplace & End User Services Samsara

Commercial Lines Account Manager Jobot

Customer Success Manager Jobot

Senior Tax Manager Jobot

Aladdin Client Transformations, Front Office, Director BlackRock

Senior Account Executive-Legal Services Gables Search Group

Commercial Route Manager Sprague Pest Solutions

Client Advisor Atrium

Senior Manager, Fraud Solutions Engineering (Pre-Sales) Visa Technology and Operations LLC

Sr. Product Manager, Authorization & Network Connectivity Visa Technology and Operations LLC

Manager, B2B Commerce Solution Design Visa Technology and Operations LLC

Account Manager Corpay

Product Manager Visa Technology and Operations LLC

Senior Product Manager, Flex and Installments Products Visa Technology and Operations LLC

Technical Customer Advisor ECLARO

Senior Project Manager - Oakland, CA Epik Solutions

Account Manager - Creator Affiliate - Remote Later

Tax Manager, State and Local Tax bdo consulting

Case Manager Nations Finest

Manager, Talent Partnerships - Remote Later

Aladdin Strategic Relationship Manager, Vice President BlackRock

Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) bdo consulting

Billing Manager - Digitech Sarnova

Director, Institutional - Healthcare BlackRock

Federal SAP Concur Implementation Project Manager - Remote Censeo Consulting Group

Vice President, Senior Sales Manager Hsbc Private Bank

Senior Technical Program Manager - Core AI Platform Microsoft

Business Development Manager - Remote GP Strategies Corporation

Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab Corp

Client Services Associate Entrust Administration, Inc

Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell Inc

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

Managing Client Services Director (Water/Wastewater/Infrastructure) Brown and Caldwell Inc

Client Services Associate I, Oncology BillionToOne Inc

Client Services Associate I BillionToOne Inc

Tax Senior Manager - Private Client Services Andersen Tax LLC

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