Brian Saum Email & Phone Number

Norwalk, Ct, Us

New Canaan, Connecticut, United States

Westport, Connecticut, United States

• Managed the processing of newly executed doctor’s contracts and addendums for 450+ veterinary hospitals• Reviewed doctor’s contracts and addendums to ensure legal standards and company requirements are met• Delegated work to team members to verify accurate and timely payment of commissions to doctors • Performed complete audit and reorganization of hospital’s practice management systems in order to ensure accurate reporting of revenue according to most up-to-date contracts• Worked with the payroll team to receive, review and confirm accuracy of revenue reporting from hospitals• Continuously strategized and implemented new ways to streamline and improve process of auditing practice management systems to achieve increased efficiency• Worked with department managers to retrieve necessary data in order to perform recalculations of commissions payments

Stamford, Connecticut, United States

• Communicated and worked directly with firm clients by serving as the primary point of contact • Consulted with clients on tax related issues; collected and compiled pertinent tax information to complete Forms 706, 709, 1040 and 1041 tax returns using ProSystem fx software • Managed the legal drafting process from initial consultation to execution and delivery• Prepared complex Excel spreadsheets summarizing estate assets/liabilities/distributions for estate administration purposes and client assets for estate planning purposes• Worked closely with attorneys, government entities and various external professionals• Managed all bookkeeping for the firm within QuickBooks• Maintained foundation bank accounts, coordinated charitable gift giving and managed relationships with various charities • Managed Trustee accounts and related distributions, invoicing and tax documents • Set up and maintained estate and trust bank accounts • Oversaw and managed all office operations

Stamford, Ct

• Prepared documents to be filed in Probate Courts and with taxing authorities • Prepared, maintained and audited trust and estate accountings to be filed in Probate Courts • Compiled, finalized, updated, and distributed Wills, trusts, Living Wills and Appointment of Health Care Representatives, Powers of Attorney and other estate planning documents • Managed all bookkeeping for the firm within QuickBooks • Supported the Sole Practitioner in all day-to-day business operations

Bachelor Of Arts (B.A.), Environmental Studies

Education record