Adam E. Spence, Cpa Email & Phone Number

Chicago, Illinois, Us

Controller position beginning September 1, 2024• Prepare internal tax workpapers for third-party preparation, inclusive of domestic and foreign returns, income tax, VAT, and GST• Review third-party prepared tax returns, inclusive of domestic and foreign returns, income tax, VAT, and GST• Preparation of smaller returns internally• Establish/maintain formal transfer pricing arrangements amongst related entities • Examination and documentation of local country tax risk with regards to filing positions and transfer pricing arrangements

Sole practitioner of small CPA practice providing tax & accounting services to traders, streamers, and general businesses.

Chicago, Illinois, Us

• Oversaw global tax compliance for a proprietary trading firm operating in the United States, Singapore, and The Netherlands • Prepared internal tax workpapers for third-party preparation of tax returns on a global basis inclusive of income tax, VAT, and GST returns• Prepared local Personal Property Tax Returns • Optimized tax efficiency of the firm’s operations• Analyzed and coordination of Global Transfer Pricing policies• Performed computation and analysis of ASC 740 and IAS 12 components• Performed tax research and prepare memos as necessary

Chicago, Illinois, Us

• Reviewed workpapers and tax returns for propriety trading firms, registered broker-dealers, and individual traders• Researched and provided guidance regarding state & local taxes, US withholding taxes (FDAP and ECI)• Examined and analyzed trading strategies for tax efficiency, determination of state investment partnership status, and ECI• Provided general ledger accounting/payroll assistance and advisory for non-audit/attest clients• Communicated tax technical matters with non-tax-technical audiences• Developed and taught tax technical training applicable to proprietary trading firms, registered broker-dealers, and individual traders• Learned and developed a deep understanding of the financial services industry through self-learning and interactions/networking with clients and financial statement auditors • Researched and composed technical articles for internal and external use• Liaised with financial statement auditors with regards to client deliverables and accounting items• Established, maintained, and managed client relationships including communication regarding deliverables, timing, and billing• Mangaged a team of associates, senior associates, and supervisors to ensure deadlines for client deliverables were met• Promoted to Tax Manager August 2018• Promoted to Tax Supervisor October 2016• Promoted to Senior Associate October 2016

Blockchain Fellow

Bachelor Of Science, Accounting