BACK TO FULL TEAM

Kate Oakley

Senior Manager, Assurance
Smith + Howard Advisory LLC

Excellence - everyone at the firm does a great job with implementing initiatives in order to become more efficient and effective at our jobs.

Kate’s deep expertise in employee benefit plan (EBP) audits and her broad experience across multiple industries make her a valued member of our Assurance practice.

Kate joined Smith + Howard in 2023 and serves as a Senior Manager in our Assurance practice, where she specializes in employee benefit plan audits. Before joining Smith + Howard, Kate worked at a large public accounting firm in Blue Bell, Pennsylvania, where she conducted audits for private companies across industries such as manufacturing and professional services. Since 2020, she has focused her career on EBP audits, helping clients ensure accuracy, compliance, and confidence in their financial reporting.

Kate is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the National Association of Plan Advisors.

Kate lives in Southampton, Pennsylvania, and is originally from Richboro. Outside of work, she enjoys cheering on the Philadelphia Phillies, traveling, spending time with friends and family, and trying new restaurants.

Location

  • Southampton, Pennsylvania

Education

  • Pennsylvania State University – Bachelor of Science in Accounting

Affiliations

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • National Association of Plan Advisors

Hometown

  • Richboro, Pennsylvania

Hobbies

  • Philadelphia Phillies
  • Traveling
  • Spending time with friends and family
  • Trying new restaurants
EXPLORE MORE

View full leadership team