Kathleen M. Jackson, CPA

Partner

Kathleen Jackson is a Partner in the Philadelphia office. She is in charge of the firm’s Audit and Accounting Department. Kathleen has provided services to employee benefit plans, labor unions, not-for-profit organizations, and organizations receiving federal awards throughout her career. Her clients include national, regional and local multiemployer benefit plans and labor unions. Kathleen is responsible for managing audit engagements, financial statement generation, and useful recommendations. She educates the staff on accounting and auditing issues; develops policies and procedures for the firm; and, is responsible for assisting in quality control and office review of audit work in the Washington, D.C., New York, and Pennsylvania offices.

She is a member of the International Foundation of Employee Benefit Plans. She speaks on regulatory and financial topics at International Foundation seminars and Pennsylvania Institute of CPAs conferences, as well as to clients and the firm’s personnel. She is the past Chairman of the Accountant’s Committee of the International Foundation of Employee Benefit Plans and serves on the Technical Committee of the Employee Benefit Plan Committee of the Pennsylvania Institute of CPAs.

Kathleen graduated from The University of Delaware in 1990, majoring in Accounting. She is a CPA and is licensed to practice in Pennsylvania, New Jersey, Maryland, Massachusetts, Connecticut and Washington, D.C. She is a member of the American Institute of CPAs, the Pennsylvania Institute of CPAs, Greater Washington D.C. Society of CPAs, and the Maryland Society of CPAs. She is also a member of the Association of Society Executives.