Christian Velez

Christian Velez Email and Phone Number

Business and Tax Accountant @ STRIV | Bookkeeping & Payroll, Income, Sales and Use, Payroll Tax Return and Tax Planning services. @ STRIV
Christian Velez's Location
United States, United States
Christian Velez's Contact Details

Christian Velez work email

Christian Velez personal email

n/a
About Christian Velez

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.

Christian Velez's Current Company Details
STRIV

Striv

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Business and Tax Accountant @ STRIV | Bookkeeping & Payroll, Income, Sales and Use, Payroll Tax Return and Tax Planning services.
Christian Velez Work Experience Details
  • Striv
    Business And Tax Accountant
    Striv Sep 2021 - Present
    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.
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  • Premier Financial Services
    Consultant
    Premier Financial Services Nov 2022 - Mar 2024
    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.
  • Premier Financial Services
    Auditor
    Premier Financial Services Oct 2021 - Dec 2021
    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.
  • Mashburn & Burmester
    Staff Accountant
    Mashburn & Burmester Nov 2019 - Sep 2021
    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.
  • Carbonell & Co.,Llp
    Assistant Tax Consultant
    Carbonell & Co.,Llp Jun 2019 - Nov 2019
    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.
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  • Universidad De Puerto Rico
    Accounting Tutor
    Universidad De Puerto Rico Aug 2018 - May 2019
    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.
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  • H&R Block
    Tax Specialist
    H&R Block Dec 2017 - Apr 2019
    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.
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Christian Velez Skills

Microsoft Excel Taxes Accounting Teamwork Job Description Development Tax Financial Accounting Financial Analysis Corporate Tax Tax Preparation Income Tax Tax Research Tax Accounting Tax Law Revenue Recognition Gaap Job Descriptions Job Evaluation Strategic Planning Business Plans Microsoft Word Microsoft Powerpoint Quickbooks Team Leadership Management Time Management Customer Service Interviewing Collaborative Problem Solving Interpersonal Skills Sage 50 Tax Compliance U.s. Generally Accepted Accounting Principles Balance Sheet Financials Job Analysis Human Resources Atx Intuit Proseries Business Ethics Professional Ethics Sales Letters Business Letters Demand Letters Customer Focused Service Creative Problem Solving Financial Statements Payroll Sales Tax Finance

Christian Velez Education Details

Frequently Asked Questions about Christian Velez

What company does Christian Velez work for?

Christian Velez works for Striv

What is Christian Velez's role at the current company?

Christian Velez's current role is Business and Tax Accountant @ STRIV | Bookkeeping & Payroll, Income, Sales and Use, Payroll Tax Return and Tax Planning services..

What is Christian Velez's email address?

Christian Velez's email address is cv****@****cpa.com

What schools did Christian Velez attend?

Christian Velez attended University Of Puerto Rico - Cayey, University Of Puerto Rico - Cayey.

What skills is Christian Velez known for?

Christian Velez has skills like Microsoft Excel, Taxes, Accounting, Teamwork, Job Description Development, Tax, Financial Accounting, Financial Analysis, Corporate Tax, Tax Preparation, Income Tax, Tax Research.

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