Kathleen Jackson is a Partner in the Philadelphia office. 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 making useful recommendations to her clients.
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 serves on the Technical Issues Subcommittee of the Employee Benefit Plan Committee of the Pennsylvania Institute of CPAs. She was appointed as Chair of the Financial Review Committee of the International Foundation of Employee Benefit Plans in 2016 and is serving a 3 year term and previously served as a member of the Professionals Committee.
Kathleen graduated from The University of Delaware in 1990, majoring in Accounting. She is a CPA and is licensed to practice in Pennsylvania, Maryland, Massachusetts and Connecticut. 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.