Jackson Bloom
Tax Intern @Rosewood Family Advisors
Santa Barbara, CA, US
EMAILS
j••••••••@rfallp.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2025 — Present
Tax Intern @Rosewood Family Advisors
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Menlo Park, CA, US
worked closely with a private wealth team, gaining firsthand experience in how top firms manage complex client portfolios.• Helped prepare year-end projections, tax returns, and financial statements for clients and their entities• Handled bank reconciliations and built out a chart of accounts for internal tracking• Researched donor trends and nonprofit tax structures to create and pitch a philanthropic giving strategy
ABOUT JACKSON BLOOM
Intern @ Rosewood Family Advisors l Economics & Accounting @ UCSB
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