I seek roles where I can lead tax compliance and accounting projects, implement automation for efficiency, mentor teams, and deliver measurable client tax savings.
Karen Gra
@michellegra
Tax compliance and technology solutions.
What I'm looking for
I am a dedicated financial professional with deep experience in tax compliance, financial auditing, and data analysis, focused on delivering measurable client savings and ensuring regulatory adherence.
In BrightTax!, I refined my skills in IRS individual compliance, working with expat clients in federal, state and foreign tax returns. At PriceWaterhouseCoopers, I became a specialist in foreign IRS compliance, preparing and reviewing returns like 5471s and 8858s. While there, I managed multiple concurrent projects, trained new team members, and achieved top utilization and timely deliverables. In Deloitte, I led payroll and local tax audit engagements for Mexican clients.
I combine strong technical skills—including rapid mastery of Alteryx and automation of data transfers—with hands-on tax preparation experience to streamline processes, reduce manual hours, and improve compliance outcomes.
Experience
Work history, roles, and key accomplishments
Contact Tax Preparer
BrightTax!
Jan 2024 - Present (2 years)
Conducted in-depth reviews of financial statements and tax returns, identifying tax savings and collaborating with clients for IRS dispute preparation, delivering over 100 business tax returns with an average $10k annual savings per client.
Managed and led IRS compliance projects for international clients, achieving a 95% utilization rate and overseeing multiple concurrent projects while training four new team members.
Completed over 15 payroll tax audits and 20 social security audits for major Mexican companies, validating financial information and ensuring timely submissions to authorities.
Education
Degrees, certifications, and relevant coursework
Universidad Del Desarrollo Empresarial Y Pedagógico
Bachelor of Accounting and Finance, Accounting and Finance
Completed a Bachelor of Accounting and Finance program focusing on accounting, finance, and tax-related topics.
Availability
Location
Authorized to work in
Salary expectations
Social media
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