Lisa Osofsky Partner

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Lisa is a senior partner in our Private Client Services practice and led that practice area for 17 years. She is one of seven Executive Board members of Mazars in the US and is a high-level mentor and stake holder, having served in various leadership positions throughout her tenure. Lisa’s experience encompasses assisting clients with integrated tax, financial, philanthropic and estate planning. She is a trusted advisor to successful individuals, entrepreneurs, and family groups. Lisa has been quoted in The Wall Street Journal, Money, Forbes, and Bloomberg. She is also a frequent speaker for women’s leadership programs and seminars. Prior to joining Mazars in 1987, Lisa was a Senior Accountant at a Big 4. Lisa graduated from the University of Hartford with a Bachelor of Science in Accounting, summa cum laude, and received a Master of Science in Taxation from Seton Hall University.

Industry Expertise

High-Net-Worth Individuals
& Families

Entrepreneurs, Professionals
& Executives

Service Specialties

Estate and Gift Tax Planning
Financial Planning

Succession Planning
Tax Planning and Compliance

Licenses & Certifications

Certified Public Accountant, New Jersey
Certified Public Accountant, New York

Personal Financial Specialist
Certified Financial Planner

Memberships

American Institute of Certified Public Accountants

New Jersey Society of Certified Public Accountants

Board Affiliations

Trustee & Assistant Treasurer, Women@NJPAC
(NJ Performing Arts Center)
Director, Mazars in the US Philanthropic Fund
Trustee, Mazars in the US Retirement and Savings Plan

Executive Representative to Women@Mazars
Executive Representative to We Are Mazars
Executive Representative to Inclusion & Diversity Council

Awards & Recognitions

2020 Notable Women in Accounting & Consulting, Crain’s
2020 NYSSCPA Trusted Professional,
Newsmaker Interview
2017 Best 50 Women in Business, NJBIZ
2016 Woman of NoteHonorable Mention,  NJSCPA

New Jersey Five Star Financial Services Professional, NJ Monthly, Two-Time Recipient
New Jersey Top 10 Public Accounting Professionals Award, Past Recipient, National Academy of Public Accounting Professionals

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