Jackson Bloom

Tax Intern @Rosewood Family Advisors

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