David Kofi Spencer
Tampa,FL
Summary
Results-oriented Financial Controller with a proven track record of maximizing productivity and efficiency. Expertise in budget management, financial analysis, and regulatory compliance to ensure fiscal health and integrity. Proficient in strategic planning, problem-solving, and communication to navigate complex financial landscapes and support organizational goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Tax Manager
Engage Advisors
11.2023 - Current
- Lead a team of 6 accountants and 5 tax professionals to deliver financial and compliance services
- Publish monthly and annual financial statements following US GAAP
- Manage audits by liaising with external auditors to ensure smooth processes
- Supervise and review accounting staff output to maintain high standards of financial reporting
- Provide strategic financial advice, especially for medical professionals, ensuring optimal tax strategies and compliance
Founder & Principal
DKS Tax and Consulting
01.2021 - 11.2023
- Generated $1.2M in revenue in 2022, building a sustainable advisory and accounting business
- Designed accounting systems and selected software to improve operational efficiency
- Developed budgets, forecasts, and financial strategies for clients, including acting as a Fractional CFO
- Advised policymakers on blockchain integration and emerging financial technologies
- Recruited and managed a high-performing team of accounting and tax professionals
Senior Tax Consultant
RSM US LLP
Tampa, FL
11.2018 - 06.2020
- Prepared a variety of federal and state tax returns and ensured compliance with complex regulations
- Collaborated with the audit team to provide year-end financial adjustments in compliance with GAAP
- Produced business valuation reports and financial presentations for key stakeholders
- Participated in RSM’s Digital Innovation team, focusing on technology-driven financial solutions
Tax Accountant
Dilorenzo & Co.
08.2016 - 05.2018
- Prepared individual, corporate, and partnership tax returns
- Demonstrated mastery of technical accounting, ensuring compliance and tax optimization for clients
Education
B.A. - Accounting, Finance
University of Oregon
01.2016
Skills
- Financial Reporting and GAAP Compliance
- Budgeting, Forecasting, and Cash Flow Management
- Internal Controls and Risk Management
- Team Leadership and Talent Development
- Strategic Planning and Process Improvement
- Audit Coordination and Liaison Management
- Comprehensive Tax Strategies
- Compliance Risk Evaluation
- Financial Risk Management
- Portfolio Management Expertise
- Business Planning
Certification
- Certified Public Accountant (CPA), Florida License # AC 56412
- Certified Management Accountant (CMA), In progress, 06/01/25
- Diploma in International Financial Reporting, In progress, 12/01/24
- Harvard Fintech Certification
- IBM Blockchain (V1 & V2) Certified
Speakingengagementsandpublications
- Published article: Banking at the Speed of Blockchain, 2024, Florida Bankers Magazine
- Speaker, Florida Bankers Association Wealth Management Convention, 2023
- Presented at the International Chartered Accountants of the Caribbean Conference, 2023
- Speaker, Bitcoin Policy Summit, National Press Club, Washington D.C., 2023
Skillsandcorecompetencies
- Financial Reporting & GAAP Compliance
- Budgeting, Forecasting, & Cash Flow Management
- Internal Controls & Risk Management
- Team Leadership & Talent Development
- Strategic Planning & Process Improvement
- Audit Coordination & Liaison Management
Accomplishments
- Recognized internationally for financial compliance across various industry sectors
- Developed an international digital asset taxation educational platform to elevate comprehension of digital asset tax requirements
- Expert contributing writer for national finance publications on the evolution of digital currency and blockchain technology
Timeline
Senior Tax Manager
Engage Advisors
11.2023 - Current
Founder & Principal
DKS Tax and Consulting
01.2021 - 11.2023
Senior Tax Consultant
RSM US LLP
11.2018 - 06.2020
Tax Accountant
Dilorenzo & Co.
08.2016 - 05.2018
B.A. - Accounting, Finance
University of Oregon
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