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Christian Velez is listed as Business and Tax Accountant @ STRIV | Bookkeeping & Payroll, Income, Sales and Use, Payroll Tax Return and Tax Planning services. at STRIV, based in United States. AeroLeads shows a work email signal at carbonell-cpa.com and a matched LinkedIn profile for Christian Velez.
Christian Velez previously worked as Business and Tax Accountant at Striv and Consultant at Premier Financial Services. Christian Velez holds Bachelor Of Business Administration - Bba, Field Of Study Accounting, 3.90 from University Of Puerto Rico - Cayey.
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As a consultant at Premier Financial Services, I performed the strategic development and authorship of the comprehensive 2024 Unified State Plan for Puerto Rico, a significant project that involved cross-departmental collaboration, policy alignment, and fiscal management. I coordinated stakeholder engagements, influencing decisions that led to new policies and practices within the government of Puerto Rico.I have a strong background in accounting and management, with two B.B.A degrees from the University of Puerto Rico - Cayey. I also have experience as a business and tax accountant at STRIV, where I performed bookkeeping, payroll, sales tax, and tax planning services for multiple clients with various types of operations and processes. I am very analytical and I love to incorporate my knowledge in management into my work to make it more efficient and effective. I enjoy working with clients and developing bonds with coworkers.
Listed skills include Microsoft Excel, Taxes, Accounting, Teamwork, and 46 others.
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Perform Bookkeeping duties for multiple clients with various types of operations and processes. Prepare 1040, 1065, 1120 and 1120S income tax returns. Manage and update client Fixed Assets.Perform Payroll, Sales Tax and Tax Planning services.
Puerto Rico
Handpicked as a consultant for the Department of Economic Development to perform the strategic development and authorship of the comprehensive 2024 Unified State Plan for Puerto Rico, optimizing cross-departmental collaboration, policy alignment, and fiscal management. Coordinated stakeholder engagements, influencing decisions that will lead to new policies and practices within the government of Puerto Rico.
Puerto Rico
Analyze qualitative and quantitative reports submitted by 3 entities that received federal funding for the implementation of a Telemedicine Program in response to the Covid-19 pandemic. Prepare reports of corrective actions for each entity, if necessary, to fix deficiencies before a possible federal audit and to determine the validity of the used funds.
Perform multiple projects including, but not limited to: Auditing a company with more than 50 subsidiaries. Analyze and prepare complex reviews and compilations. Manage and update client Fixed Assets. Create Job Costing Schedules for Construction Companies. Drafting of financial statements (includes consolidated statements). Prepare 1040, 1065, 1120 and 1120S income tax returns, Personal Property Tax returns and Sales and Use tax Returns. Prepare bookkeeping and record journal entries related to month end close services. Assist in obtaining GA and other state contractors licenses.
Puerto Rico
Preparation or revision of tax returns and declarations.Management and maintenance of the customer portfolio.Invoicing the work realized. Management and continued networking of the assigned customers. Preparation of entries, adjustments and any other work related to the practice of accounting.Represent clients before different government agencies when required.Variety of other tasks if required.
Selected and recommended by a professor based on course performances and G.A.A.P understanding. Tutored students for two semesters on Basic Accounting I and Basic Accounting II. Amount of students per session could vary from 1 to more than 12 at a time. 10 hours of work at a minimum, per week.
Caguas, Pr
Attained the best product attach rate across multiple products. Worked with more than three hundred clients while filing their Federal, State and/or Puerto Rico individual tax returns.Doubled the personal New Client Count and boosted the generated revenue by $6,000 on the second tax season. Scored 100% on the New and Prior Client Intent to Return surveys. Mentored and supported new teammates in my second season.
Activities and Societies: Association of Accounting Students (AEC) member. Accounting TutorB.B.A in Accounting. Magna Cum-Laude. ❖ Awarded.
B.B.A in Management. Magna Cum-Laude. ❖ Awarded with the highest Major G.P.A medal with a 4.0 average.
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Christian Velez works for STRIV.
Christian Velez is listed as Business and Tax Accountant @ STRIV | Bookkeeping & Payroll, Income, Sales and Use, Payroll Tax Return and Tax Planning services. at STRIV.
AeroLeads has found 1 work email signal at @carbonell-cpa.com for Christian Velez at STRIV.
Christian Velez is based in United States while working with STRIV.
Christian Velez has worked for Striv, Premier Financial Services, Mashburn & Burmester, Carbonell & Co.,Llp, and Universidad De Puerto Rico.
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Christian Velez holds Bachelor Of Business Administration - Bba, Field Of Study Accounting, 3.90 from University Of Puerto Rico - Cayey.
Christian Velez is listed with skills including Microsoft Excel, Taxes, Accounting, Teamwork, Job Description Development, Tax, Financial Accounting, and Financial Analysis.
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