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Jason Jacobs

Partner, CPA
212 378 9884

With over 15 years of experience in public accounting, Jason is a partner in the firm’s insurance industry practice group. As one of the firm’s leading insurance industry specialists, he concentrates on serving the property and casualty and life insurance and reinsurance sectors. His client base has included many publicly traded, privately held, and mutual US domestic and internationally active insurance companies.

Experience

  • Partner-in-charge of numerous audits of statutory and US GAAP financial statements, public and privately held US domestic and multinational property and casualty, and life insurance, and reinsurance entities
  • Experienced in all aspects of Securities and Exchange Commission (SEC) reporting and filings under both 1933 and 1934 Acts
  • Provides support for client communications with the SEC and initial public offerings
  • Provides guidance on accounting policies and procedures to improve the operation of the accounting function and strengthen internal controls
  • Assists in performing due diligence services for mergers and acquisitions and other capital transactions
  • Presents on a variety of insurance industry topics with various local and national insurance industry trade associations
  • Licensed CPA in Pennsylvania and New York

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Society of Insurance Financial Management
  • Insurance Accounting and Systems Association (IASA)
  • Immediate past vice president and treasurer of the Landis Valley Associates
  • Member of finance and investment committees of the Episcopal Diocese of Central Pennsylvania, St. Thomas Parish

Thought Leadership

  • Presents on a variety of insurance industry topics with various local and national insurance industry trade associations

Education

Bloomsburg University
Bachelor of Science in Accounting

Continuing Education

  • PICPA Insurance Conference
  • IASA National Conference
  • IASA Mid-Atlantic Conference, speaker
  • Mid-Atlantic Mutual Insurance Company Annual Conference
  • Pennsylvania Association of Mutual Insurance Companies Financial Management Seminar
  • Hot Topics in Insurance (internal), speaker
  • Pennsylvania Insurance Department Continuing Professional Education October Session, speaker
  • Society of Information Financial Managers
  • Accounting and Auditing Updates (internal)