Robert Tobey

New York-based Grassi & Co. (FY18 net revenue of $63.6 million) has admitted a new partner, Robert Tobey, to the firm’s tax services practice.

Tobey will provide tax planning services and compliance advice to clients with complex federal, state and local tax issues. He is experienced in advising clients in a variety of tax structures, including pass-through entities, multi-state corporations and international businesses. Specializing in the financial services sector, Tobey has worked with hedge, venture, real estate and private equity funds.

In addition to advising Grassi’s corporate clients, Tobey will use his experience working with investors and high-net-worth clients to advise the firm’s individual clients on achieving their tax savings and wealth preservation goals.

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Ranjit Jaswal

New York-based Mazars USA (FY18 net revenue of $205 million) announced that Ranjit Jaswal has joined the firm as a principal and the new national leader of the governance, risk & compliance (GRC) practice.

Based in the New York office, Jaswal will serve as a member of the Mazars USA consulting leadership team as well as Mazars Group’s global GRC leadership team.

Mazars USA Chairman and CEO Victor Wahba says, “As the national and international regulatory environments continue to increase in complexity and our clients embark on a journey of transformation, we are ensuring that we can best address their needs by growing this important practice. Ranjit’s experience in building and leading GRC practices in multiple environments will be a valuable addition to our firm and for our clients.”

Jaswal, who has worked in London, Hong Kong and New York, has held roles of increasing responsibility within two Big 4 firms as well as global financial services organizations.

“There is an increasing rate of transformation, regulatory complexity, cost challenge and reliance on digital strategies by our clients,” Jaswal says. “This is of critical importance for both them and Mazars. I believe that my long-held commitment in building close relationships with clients to provide the right solutions is perfectly aligned with Mazars’ strategy.”

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New York-based EisnerAmper (FY19 net revenue of $380.6 million) has announced changes to its regional office structure with the following promotions, effective Feb. 1:

• Nicholas Tsafos is PIC of the New York office and is responsible for the day-to-day operations and long-term growth strategy for the office of 700 professionals. He also serves on the board of directors of EisnerAmper Global.
• Diane Wasser is PIC of the New Jersey offices and is responsible for their day-to-day operations and long-term growth strategy. The offices have more than 400 professionals. She is also the founder and PIC of the firm’s pension services group.
• Peter Cogan is MP of the financial services industry and is responsible for practice growth, which includes adding services. He is also the leader of the firm’s financial services audit and assurance services practice, a director of the Cayman Islands practice, and a director and the board chair of EisnerAmper Global.
• Matthew Maulbeck is MP of audit and is responsible for overseeing the practice and leading technology changes within the practice.

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Scott Woznicki

Cleveland-based CBIZ (FY18 net revenue of $785 million) has hired Scott Woznicki as a managing director to lead the System and Organization Controls (SOC) practice in New England. He works from the Boston and Providence, R.I., offices.

“Scott brings a depth of specialized expertise in SOC reporting services, an area that continues to grow in importance to a broad spectrum of companies,” states Scott Wragg, senior managing director of the New England offices. “Scott’s addition is an important part of building out our IT risk and assurance practice and further enhancing the advisory services we provide to our clients.”

He provides global consulting, accounting, advisory and attest services to privately held and public companies in the financial services, health care, manufacturing, technology, retail, IT services and telecommunications industries. In addition to providing SOC examinations, he has extensive experience in operational reviews, risk assessments, internal and IT audits, Sarbanes-Oxley (SOX) and cybersecurity.

Prior to joining CBIZ & MHM, he worked at a Big 4 firm, and most recently served as the internal audit director for a large publicly traded organization.

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Newport News, Va.-based PBMares (FY18 net revenue of $41.4 million) has admitted two new partners to lead the retirement plan services team. Gary Kitts and Cindy Kochersperger will operate out of the firm’s Norfolk, Va., location.

“Their years of experience combined with their technical and industry knowledge will undoubtedly aid our growth,” says CEO Alan Witt. “They are problem-solvers and solution-providers and are valued resources for PBMares’ clients seeking retirement plan design, administration and audit services.”

Kitts has led a retirement plan third-party administration practice serving more than 1,200 plans. Areas of expertise include compliance services and employee benefit plan audits under the laws and regulations of the Employee Retirement Security Act of 1974, or ERISA, the IRS and the U.S. Department of Labor.

Kochersperger has served as a partner in retirement plan administration. Focusing on 401(k) and profit-sharing plans for businesses of all sizes, she consults with clients on plan design and assists with plan administration and compliance. Areas of expertise include daily valuation products, investment platforms and traditional balance forward plans.

The expanded PBMares practice includes administration services, benefit plan-related tax compliance services and a portion of its employee benefit plan audit services.

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