Matthew Mongeau
About Matthew Mongeau
Matthew Mongeau is a Senior Manager of Tax at Transamerica, having previously served as Tax Director, International at Carlson for four years. He has extensive experience in tax management and analysis, with a strong educational background in business taxation and accounting from the University of Minnesota.
Work at Transamerica
Matthew Mongeau currently serves as the Senior Manager of Tax at Transamerica. He has been in this role since 2023, working remotely in the Greater Minneapolis-St. Paul Area. In his position, he is responsible for overseeing tax-related matters and ensuring compliance with relevant regulations. His experience in tax management and international tax reporting supports his contributions to the organization.
Previous Experience at Carlson
Before joining Transamerica, Matthew Mongeau worked at Carlson for a total of ten years in various tax roles. He held the position of Tax Director, International from 2018 to 2022, where he led the U.S.-international tax reporting team. His earlier roles included Tax Manager, International from 2012 to 2018, and Senior Tax Accountant/Tax Supervisor from 2005 to 2012. His tenure at Carlson included significant contributions to tax reporting processes and compliance.
Experience at Deloitte
Matthew Mongeau began his career at Deloitte, where he worked as a Senior Tax Accountant from 2002 to 2005. During his time at Deloitte, he gained foundational experience in tax accounting, which contributed to his later roles in tax management and strategy.
Education and Expertise
Matthew Mongeau earned a Master of Business Taxation from the University of Minnesota - Carlson School of Management, completing his studies from 2011 to 2014. He also holds a Bachelor of Science in Business with a focus on Accounting, achieved from 1998 to 2002. His educational background provides him with a strong foundation in tax principles and practices, enhancing his expertise in the field.
Tax Management Projects
Throughout his career, Matthew Mongeau has managed various tax-related projects, including the impacts of the Tax Cuts and Jobs Act (TCJA), FATCA compliance, and BEPS Action 13 global compliance. He has provided analysis for acquisitions, dispositions, and tax treaty evaluations, contributing to optimized tax positions. His focus on developing high-performing teams through technical tax education and training in tax software has been a key aspect of his professional contributions.