Symetra
David Volkert is a seasoned tax professional with extensive experience in state and local taxation. Currently serving as a Sr. State & Local Tax Analyst II at Symetra since September 2021, David has previously worked at Marmota Olympus LLC where responsibilities included data analysis and managing clients' SALT concerns, resulting in over $100k in identified state tax refunds and significant process improvements. At The Doty Group, P.S., David held the position of State & Local Tax Supervisor, overseeing various tax areas. Prior experience also includes a role as Senior Accountant specialized in State & Local Tax at Shannon & Associates LLP, where David contributed to the development of a recognized tax practice, and as an Accounting Clerk at Mutual Materials Company, focusing on balance sheet account reconciliation. David holds a Bachelor's degree in Accounting from Central Washington University and an Associate's degree in Accounting from Seattle Central College.
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Symetra
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Symetra is a United States-based family of companies providing retirement plans, employee benefits, annuities and life insurance through independent distributors nationwide.