Bob Wangler Jr., CPA

Experience

• 

  Stewart Enterprises

  Jun 2012 - Dec 2013

  • Responsible for maintaining an excel-based monthly reporting package for tax sensitive changes to the company’s chart of accounts which included 362 business locations in 24 states, 1,335 general ledger accounts, and approximately 20,250 products with tax consequences that varied from state to state.• Responsible for maintaining an excel-based monthly work-paper package for Sales and Use tax return preparation that included 6 state and local tax liability accounts for all locations. Also assisted Senior Tax Accountant with monthly compliance by filing 75 tax returns in 6 states. • Prepared annual federal and state trust tax returns for 53 pre-need trust accounts to report and pay taxes due on pre-need contracts owned by approximately 60,000 customers. • Assisted Tax Director with the preparation of the consolidated Form 1120, Corporation Federal Income Tax return, which included utilizing the company’s tax software (CORPTax) to import and export general ledger amounts by facility and by account, posting trial balance book adjustments, tax return re-class entries, and M-1 adjustments required to adjust the financial statements to a tax return basis. • Assisted Tax Director and Senior Tax Accountant with preparing Sales & Use tax audit responses by gathering invoice documentation related to inventory, supplies, and fixed asset purchases and researching certain items to prove tax payment. Show less

  • Tax Clerk

    Mar 2013 - Dec 2013

  • Business Support Services Transaction Team Member

    Jun 2012 - Feb 2013
• 

  KPMG US

  Jan 2014 - Oct 2015

  Senior Audit Associate

  • Execute the day-to-day activities of audit engagements of various clients including Securities and Exchange Commission (SEC) registrants • Identify and communicate accounting and auditing matters to senior associates, managers and partners • Identify performance improvement opportunities • Interact with clients to help ensure the information flow from the client to the audit team is efficient • Understand and utilize KPMG’s Audit Methodology

• 

  Service Corporation International

  Oct 2015 - Jan 2023

  -Reviews and approves all assigned balance sheet account reconciliations providing appropriate feedback to the onshore/offshore team members.-Ensures that balance sheet transactions are properly supported and classified in accordance with generally accepted accounting principles.-Incorporates daily monitoring and analysis to ensure balance sheet account reconciliations are freeof material misstatements and errors.-Prepares ad hoc reports and analysis as needed by other departments.-Prepares monthly, quarterly and annual SOX controls.-Oversees reconciliation of various Balance Sheet accounts.-Reviews analysis of inter-company relationships and transactions.-Reviews information and schedules provided by various departments.-Assists in research of accounting issues related to complex or non-standard transactions.-Prepares monthly, quarterly and annual SOX controls.-Provides support in analysis of developments in US GAAP; ensure implications are understood andour accounting policies remain appropriate Show less • Performs professional-level accounting duties such as: o Assisting in reconciliations for cemetery property owned accounts o Completing journal entries o Preparing and reviewing work papers, schedules and reports• Performs the accounting of all cemetery property construction projects (setup through close out)• Works closely with other cemetery property accountants, construction department, and Pricing to ensure accuracy of reporting• Works closely with locations to resolve property inventory issues and provide guidance with HMIS and Inventory Change Requests.• Analyzes cemetery property variances to assist in clearing reconciling items• Examines a variety of accounting documents to verify accuracy of computations• Ensures transactions are in accordance with applicable authority, policies, procedures, and are recorded consistent with acceptable accounting standards• Demonstrates or explains accounting practices and procedures as requested• Prepares accounting reports and supplemental schedules• Prepares analysis of inter-company relationships and transactions• Enters journal entries on monthly basis• Prepares various reports for compliance with GAAP regulations• Responds to SOX and internal and external audit requests as needed Show less

  • Accounting Supervisor

    Aug 2020 - Jan 2023

  • Accountant III

    Oct 2015 - Aug 2020
• 

  WESTBANK FISHING, LLC

  Jan 2023 - now

  Assistant Controller