Jacqueline Osores-Luzzi, CPA

Jackie has over 28 years of experience in the accounting and tax world. She is incredibly detail oriented and analytical and excels at managing family groups and complex structures. Her strong skill set enables her to serve as the firm’s technical reviewer of all intricate and complex tax returns. Jackie oversees our CPE program and staff development. Jackie also holds an active role on our firm’s charity committee.

A Workday in the Life of Jacqueline Means:

• Collaborating with clients to ensure their accounting and tax needs are met
• Reviewing tax returns and working with staff to complete projects
• Coaching and mentoring younger staff members
• Managing the firm’s comprehensive CPE program

What She’s Good At:

• Reviewing Accounting
• International Tax
• Family structures
• Complex tax returns
• Technical review

Backstory:

• Cherry Bekaert & Holland, LLP
• Berenfeld Spritzer Shechter & Sheer

Education:

• Master of Science in Accounting, from Florida International University
• Bachelor of Science in Accounting. from Florida International University, with honors

Favorite Foreign City:

• Austrian lake district

Next Vacation Spot:

• Preferably Ireland but most likely Disney World.

When She’s Not in the Office, You Can Find Her:

• Spending time with her husband and son
• Traveling