Title: Partner
Company: CRI Advisors LLC
Location: Miami, Florida, United States
José O. Esquerdo, CPA, MSF, Partner at CRI Advisors LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in Accounting, Taxation and Finance.
Mr. Esquerdo is an esteemed accountant who has established himself as a distinguished figure in accounting, taxation and finance, with a career spanning over two decades. Since 2019, he has excelled as a partner at Carr, Riggs & Ingram (CRI), a Top 25 nationally-ranked accounting and advisory firm, in Miami, Florida. Additionally, Mr. Esquerdo has served as a partner at CRI Advisors LLC, a role he has embraced since 2020. His expertise in international taxation, working with high-net-worth individuals, major pharmaceutical companies, and multinational corporations, as well as his consulting work related to tax incentives in Puerto Rico, underscores his commitment to excellence in his field.
Leveraging his former expertise, Mr. Esquerdo was a tax manager at BDO USA LLP in Miami from 2018 to 2019. His role was influential in honing his skills in managing numerous accounts for clients. Before relocating to Miami, he spent several years as a tax manager at PwC in Puerto Rico from 2014 to 2017, where he specialized in federal and Puerto Rico taxation. Mr. Esquerdo’s work included focusing on tax holidays and corporate taxation for pharmaceutical and manufacturing companies, as well as exporting services.
Mr. Esquerdo’s career began with KPMG in Puerto Rico, where he started his career, as an intern, and gained foundational experience in corporate taxation that would shape his future endeavors. Subsequently, he joined other local firms where he gained broad experience with corporate taxation, high-net worth individuals, tax holidays, and expatriate taxation.
In preparation for his future, Mr. Esquerdo received a bachelor’s degree in business administration with concentration in accounting from Sacred Heart University in Puerto Rico in 2002 and a Master of Science in finance from the University of Miami, with a focus in investments and private equity, in 2023. These educational accomplishments have been instrumental in his success, providing him with the knowledge and skills necessary to excel in the competitive field of accounting and finance.
Besides his formal education, Mr. Esquerdo is a certified public accountant, certified by the Department of State in Puerto Rico since 2009 and by the Florida Board of Accountancy since 2018. His certifications demonstrate his commitment to upholding the highest standards of professionalism and expertise within the industry. Additionally, as a member of the American Institute of Certified Public Accountants, Mr. Esquerdo remains actively engaged with industry developments and best practices.
Beyond his professional endeavors, Mr. Esquerdo has served as an instructor for various seminars with the Puerto Rico CPA Society. He is also a past president of the Accounting Students Association at Sacred Heart University. Mr. Esquerdo’s passion for teaching also included his role as a tutor for accounting, finance and statistics at Sacred Heart University.
Throughout his career, Mr. Esquerdo has been recognized for his leadership and contributions to the field. He was named one of Forbes’ Best CPAs in Florida in 2025, an accolade that highlights his exceptional skills and dedication to his profession. Additionally, he received the Pórtico Medal for Leadership and Personal Development from Sacred Heart University.
Looking ahead, Mr. Esquerdo remains committed to focusing on addressing challenges within the accounting industry, particularly the shortage of professionals entering the field. His dedication to overcoming these obstacles reflects his commitment to ensuring the continued growth and success of the profession he holds dear.
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