Resume & Bio
Resume plus a complete professional profile | Last update: September 2025.
Rene Gonzalez
EA, CPA, MST
Nonprofit Tax Manager | Compliance & Strategy
I specialize in exempt organizations, a field I have been passionate about for over nine years. I’ve worked in small, mid-sized, and large public accounting firms, supporting both local nonprofits and large national organizations. I hold a Master of Science in Taxation (MST) from Golden Gate University and possess CPA (Certified Public Accountant) and EA (Enrolled Agent) credentials, as well as Not-for-Profit Certificates I & II from the AICPA, underscoring my expertise and dedication to the nonprofit sector.
As an introvert, I excel in focused, purpose-driven environments. My strength lies in working independently to bring clarity to complex projects, ensuring that processes run smoothly and the team’s work is effective.
Highly skilled in Microsoft Excel, I use it to enhance efficiency and accuracy across various tax services and financial analysis tasks. I also have a strong interest in Generative AI and frequently incorporate it into my work to streamline tasks and improve data analysis. I am continually learning how AI can help me work smarter.
In my most recent role as a Tax Manager, my key responsibilities included:
- Reviewing Forms 990, 990-T, and related state returns for nonprofit organizations, including foundations, educational institutions, and healthcare entities.
- Ensuring filings were accurate and compliant, assisting with tax research and planning, and providing creative solutions tailored to client goals.
- Supervising and coaching staff, promoting team collaboration, and managing projects from start to finish to ensure our team consistently delivered high-quality results.
When I’m not working, I enjoy reading fiction, especially Magical Realism, and nonfiction, preferably true stories involving financial crimes, usually with a good coffee in hand. I also like writing research-based posts for LinkedIn, a hobby that allows me to share interesting findings about tax, nonprofits, and technology.
Core Competencies
- Tax Compliance
- Form 990/990-T
- Federal Taxation for Exempt Organizations
- Research & Analysis
- Project Management
- Nonprofit Accounting
- General & Tax Accounting
- Public Accounting
- New Client Development
- Client Relations Management
Professional Experience
Deloitte.
Seattle, WA
Exempt Organizations Tax Manager | 09/2025 – Present
Deloitte’s Tax Services for Nonprofit Organizations ↗
EY (Ernst & Young)
Seattle, WA
Exempt Organizations Tax Manager | 08/2024 – 08/2025
Exempt Organizations Tax Senior | 06/2022 – 07/2024
- Support complex tax compliance engagements for exempt organizations, including large healthcare systems, private universities, and charitable organizations
- Review Forms 990, 990-T, and related state filings to ensure accuracy, compliance, and timely delivery
- Assist with tax research and planning related to unrelated business income (UBI), public support tests, and state filing requirements
- Mentor and supervise staff and seniors, provide technical training, and manage workflow across multiple teams
- Foster cross-team collaboration to improve efficiency and maintain high-quality standards under tight deadlines
Greenwood Ohlund & Co. LLP
Seattle, WA
Tax Manager, Nonprofit | 01/2022 – 06/2022
Senior Tax Accountant | 07/2020 – 12/2021
- Reviewed and prepared Forms 990 and 990-T for a variety of nonprofit organizations, including private schools, religious institutions, and community foundations
- Redesigned internal nonprofit tax preparation processes to improve workflow and accuracy
- Managed over 120 client accounts and more than 150 annual tax projects
- Contributed to business development by helping secure three new nonprofit clients during Q1 2022
CLA (Clifton Larson Allen) LLP
Bellevue, WA
(Acquired Watson & McDonell, PLLC – Seattle, WA in 2019)
Senior Tax Accountant | 02/2019 – 06/2020
Tax Associate | 01/2016 – 01/2019
- Prepared and reviewed tax returns for nonprofit organizations,
- Supported compliance work for individual (Form 1040) and small business (Forms 1120, 1120S, 1065) tax clients
- Conducted research to clarify filing requirements and support tax positions
- Communicated directly with clients to clarify tax matters and provide guidance on their filings
Education
- Golden Gate University – San Francisco, CA:
- Master of Science in Taxation (MST)
- Western Governors University – Salt Lake City, UT:
- Bachelor of Science in Accounting
- Houston Community College – Houston, TX
- A.A. Accounting and Business/Management
- The Art Institute of Pittsburgh – Pittsburgh, PA:
- A.S., Web Design & Interactive Media
- Universidad de Colima – Colima, Mexico:
- Degree in Computer Science
Specialized Certifications & Training
- Certified Public Accountant (CPA) – WA State Board of Accountancy
- Enrolled Agent (EA) – Internal Revenue Service (IRS)
- Non-for-Profit Certificate I – American Institute of CPAs (AICPA)
- Non-for-Profit Certificate II – American Institute of CPAs (AICPA)
- See other certificates on the Credly – Badges page.
Technical Proficiencies & Languages
- Generative AI Tools: ChatGPT, Microsoft Copilot, and other generative AI platforms for research, analysis, and workflow optimization
- Tax Software: CCH Axcess Tax, UltraTax, Drake Tax
- Workpaper Tools: CCH ProSystem fx Engagement
- Productivity Software: Microsoft Excel (advanced), Word, Outlook, Visio (for process documentation and flowcharting)
- Tax Research Platforms: Checkpoint
- Languages: Fluent in Spanish
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA)
Hobbies and Interests
- Reading: Fiction (especially Magical Realism) and nonfiction focused on financial cases
- Writing: Research-based posts for LinkedIn, a hobby that lets me share interesting findings about tax, nonprofits, and technology
- Drawing: A creative outlet I use to relax and recharge
- Technology: Passionate about coding, AI, and exploring emerging tools
- Food & Culture: Enjoy discovering local restaurants, coffee shops, and new culinary experiences