Lisa Osofsky Partner

Lisa Osofsky

Lisa is a senior partner and the practice leader of our Private Client Services practice. 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

Various Industries

Service Specialties

Estate & Gift Tax Planning
Succession Planning

Tax Planning & Compliance

Licenses & Certifications

Certified Public Accountant – New Jersey, New York (CPA)

Personal Financial Specialist (PFS)


American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
Executive Women of NJ
Trustee & Treasurer, Women@NJPAC
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