Osofsky Named to Executive Committee at WeiserMazars

Lisa Osofsky

Lisa Osofsky

New York-based WeiserMazars LLP (FY13 net revenue of $142.4 million) announced that Lisa Osofsky, PIC, private client services, has been elected to the firm’s executive committee, effective Jan. 1. A founding member of WeiserMazars’ tax practice board, Osofsky currently serves on several firm leadership teams, including the firm’s partner performance committee.

“Since joining WeiserMazars in 1987, Lisa has been an exemplary professional, focused on delivering exceptional client service. She is a champion of many firm initiatives and enhances our strategic positioning, both through her excellent work and market outreach,” says Douglas Phillips, WeiserMazars’ CEO. “As an executive committee member, Lisa will broaden the scope of her multi-faceted role in these critical areas at a firm-wide level and expand her already substantial contributions to our continued success.”

Osofsky has served as a tax partner for the past 17 years. She specializes in assisting with income taxation, estate and gift strategies, and collaborative wealth planning. As head of the private client services group, Osofsky manages a unique practice offering coordinated and integrated tax, accounting and financial planning services to the firm’s clients.

“As we continue to build our extraordinary firm, both domestically and globally, our tax services will be a principal driver of growth,” says Osofsky, “and I am honored to be a key part of this expansion as well as to continue to bring our clients the resources they need.”