Manager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)Babylon, NY$75,000–$120,000Kforce's client, a well-respected Long Island, NY based CPA firm, is seeking a Manager/Director Transaction Services (M&A) to join their expanding practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewManager - Tax and Accounting Services Kforce Inc.Manager - Tax and Accounting ServicesWoodbury, NY$89,000–$150,000Kforce's client, a successful, established Long Island based CPA firm with diverse client base is seeking a Manager for their Tax and Accounting Services practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewSchool Services - School Speech Language Pathologist - $1,707 per week AMN Healthcare AlliedSchool Services - School Speech Language Pathologist - $1,707 per weekBridgeport, CT$1,681–$1,732At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates.
NewSchool Services - School Speech Language Pathologist - $1,699 per week AMN Healthcare AlliedSchool Services - School Speech Language Pathologist - $1,699 per weekBridgeport, CT$1,673–$1,724speech language pathologist, speech language pathology, speech therapist, SLP, speech and language therapy, speech therapy, allied, allied health, school speech language pathologist, school speech therapist, school SLP AMN Healthcare Allied Job ID #3533172. At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.
Sales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
NewTax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridUniondale, NY$250,000–$500,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewSchool Services - School Occupational Therapist - $973 per week AMN Healthcare AlliedSchool Services - School Occupational Therapist - $973 per weekNorwalk, CT$958–$987At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. occupational therapist, occupational therapy, OT, therapist, patient care, healthcare, health care, school occupational therapist, education occupational therapist, school AMN Healthcare Allied Job ID #3536010.
Senior Audit Manager, CPA firm JobotSenior Audit Manager, CPA firmWoodbury, NY$140,000–$160,000 / yearInformation 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. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)Woodbury, NY$85,000–$120,000 / yearInformation 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. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
Financial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.
Retail Customer Service Associate FedExRetail Customer Service AssociateMassapequa Park, New York$20.75–$24.37 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewMedical Lead Opportunity at Greenwich Animal Hospital Greenwich Animal HospitalMedical Lead Opportunity at Greenwich Animal HospitalGreenwich, CT$150,000–$180,000Lead and Mentor Your DVM Team: You will manage all associate veterinarians, conducting regular performance discussions, coaching them on individual development goals (including production and PCT), and fostering a culture of teamwork and retention. You will be responsible for mentoring and developing your associate veterinarians, partnering with your Practice Manager to build a healthy and engaged team, and driving the continuous improvement of patient care and client service.
Finance Manager - Banking Page Group USAFinance Manager - BankingGreenwich, CT$140,000–$165,000 / yearFull timeCombining the financial strength and governance of a traditional banking platform with the agility of a growth-focused organization, the company continues to expand its capabilities while maintaining a strong focus on risk management, regulatory compliance and operational excellence. Reporting to the Financial Controller, the successful candidate will play a key role in ensuring the accuracy and integrity of the bank's financial reporting, maintaining a robust control framework, and supporting statutory and audit requirements.
Private Client Services Manager GallagherPrivate Client Services ManagerRye Brook, New YorkFull timeAs a Private Client Service Manager, you’ll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most. You’ll partner closely with clients, Producers, and carrier partners to deliver tailored insurance solutions, exceptional service, and proactive risk guidance that creates lasting value.
NewClient Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Client Services Associate (Reprographics) SPSClient Services Associate (Reprographics)White Plains, New YorkIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. From managing high-volume print requests to maintaining equipment and supporting workplace operations, your work plays an essential role in keeping day-to-day business running smoothly.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsNY$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsNY$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCT$105,375–$215,375 / yearAt 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.
Client Services Associate (Reprographics) SPS North AmericaClient Services Associate (Reprographics)White Plains, NY$19–$20 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. From managing high-volume print requests to maintaining equipment and supporting workplace operations, your work plays an essential role in keeping day-to-day business running smoothly.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesMelville, New York$145,000–$248,200 / yearThe 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.
Human Resources Client Services Administrator Hofstra UniversityHuman Resources Client Services AdministratorHempstead, NY$58,500–$60,000 / yearReporting to the Associate Director of Human Resources Operations and working closely with the Lead HR Client Services Administrator, the HR Client Services Administrator provides tier-one support for all HR related transactions and inquiries for designated client groups. When you work at Hofstra, you join a team of talented professionals committed to preparing students for the challenges of tomorrow, in an environment that cultivates learning through the free and open exchange of ideas for the betterment of humankind.
Manager - Private Client Services (50262) Citrin Cooperman & Company LLPManager - Private Client Services (50262)NYPossess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations • Provide effective consulting, planning and compliance for your clients • Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues • Perform tax research to resolve issues • Maintain strong relationships with a highly proactive approach to serving clients • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice • Maintaining knowledge of new tax issues and general business trends impacting client. • Knowledge of hedge fund and private equity K1s • Excellent written and verbal communication skills • Capable of managing multiple client engagements • A track record of building and sustaining client relationships and high-quality client service • Outstanding analytical, organizational and project management skills.
NewTax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Assume significant client responsibility as client''s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
NewTax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMelville, NYWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesNY$112,000–$150,000 / yearA 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.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesMelville, NY$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
NewClient Services Associate Valitana LLCClient Services AssociateStamford, CTFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesMelville, NY$146,000–$200,000 / yearThe 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. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Client Services Associate Citigroup IncClient Services AssociateGreat Neck, NY$61,280–$85,520 / yearProvide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Client Services Specialist - Corporate Services & Compliance Provider Three PillarsClient Services Specialist - Corporate Services & Compliance ProviderValley Stream, New YorkBased in a Valley Stream, NY office, you will play a key role at the center of the client experience — supporting corporate filings and lien research requests, ensuring orders are processed accurately and efficiently, and delivering responsive, high-quality communication with clients. They’re looking for someone who is smart, well-spoken, organized, detail-oriented, proactive, and high-energy — someone who enjoys a fast-paced workload, takes ownership, follows through on commitments, and approaches their work with urgency, honesty, and reliability.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateStamford, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Services / Clerical I POM RecoveriesClient Services / Clerical IFarmingdale, New YorkPOM Recoveries, Inc. is a national leader in the Receivables Management Industry, proudly serving the Banking, Credit Union, and Healthcare sectors. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys working with data, systems, and client communications.
NewClient Service Manager GallagherClient Service ManagerJericho, New YorkFull timeHow you'll make an impact : You will play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. Introduction : At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.
NewClient Services Specialist Moneco AdvisorsClient Services SpecialistFairfield, CTMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we're looking for detail-oriented, client-focused individuals ready to grow with us.
Supervisor - Private Client Services (50261) Citrin Cooperman & Company LLPSupervisor - Private Client Services (50261)NYAs a Supervisor in PCS, you will be responsible for: • Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies • Knowledge of Federal and State tax law • Perform tax research to resolve issues • Trains, develops and mentors junior staff • Takes an active approach to building network (internal and external) and participates in Firm business development opportunities. • Possess advanced knowledge of federal and state tax laws - individual, trust, gifts, and partnership taxation • Excellent written and verbal communication skills • Demonstrate strong client services skills • Be highly motivated and able to work individually and in team settings • Outstanding analytical, organizational and project management skills • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.
Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client ServicesMelville, NY$120,000–$250,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Tax Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesStamford, CT$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) 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.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesMelville, NY$84,000–$110,000 / yearA Tax Senior, 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.
NewFX PB Client Services Associate NatWest Group PlcFX PB Client Services AssociateStamford, CT$85,000–$130,000 / yearIn addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. In your new role, you'll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching.
3PL Client Services Specialist The PCA Group3PL Client Services SpecialistMelville, NY$21–$25 / hourWorking closely with internal teams and external partners, the Specialist ensures SLAs and KPIs are consistently met, issues are resolved decisively, and logistics operations grow in step with evolving client needs. The 3PL Client Services Specialist is a hands-on owner of day-to-day client-facing logistics operations, ensuring service runs smoothly while always looking for smarter, more efficient ways to work.
Institutional Services Associate I - Client Training and Onboarding Interactive Brokers Group IncInstitutional Services Associate I - Client Training and OnboardingGreenwich, CTThrough its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies. Our hands-on training program is specifically designed for entry-level candidates, pairing you with a mentor and allowing you to work within a cohesive team in a nurturing environment that fosters a supportive culture.
Client Services Representative Cetera Financial Group IncClient Services RepresentativeWestbury, NY$23.55–$28.35 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBridgeport, ConnecticutGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Account Trainee (Golf) (Payment Services Client) Octagon IncAccount Trainee (Golf) (Payment Services Client)Stamford, CTView All Jobs Account Trainee (Golf) (Payment Services Client) Stamford, Connecticut, United States Requisition ID: 16685 THE JOB / Account Trainee (Golf) (Payment Services Client) CLIENT SERVICES / Responsible for leading Octagon's client business and day-to-day management of client programs. This position will allow someone to learn the strategy and planning for a major sponsorship portfolio, support golf events from planning to onsite execution, and interface with partners and clients.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeStamford, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Client Service Specialist O'Shaughnessy Asset ManagementClient Service SpecialistStamford, ConnecticutAdvisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Client Service Manager II GallagherClient Service Manager IIRye Brook, New YorkDrive Revenue: Generate revenue by selling to new clients and retaining existing ones through consultative, needs-based solutions. Work Flexibly: If you’re near one of our Gallagher offices, take advantage of a hybrid work arrangement for the perfect balance of in-office and remote work.
Client Accounting Services Senior GrassiClient Accounting Services SeniorWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.