Leadership

James M. Trester

Principal, Client Services

Texas

jimtrester

PRIVATE SECTOR EXPERIENCE

Current
  • Principal, Ryan, Dallas office 
    • Specializes in providing client relationship management for all Ryan practice services. 
    • Practice focus includes all industries with emphasis in retail, manufacturing, distribution, and service industries.
  • Member, Ryan, LLC Board of Managers
  • Investment Advisory Committee, Ryan
  • Member, Ryan PAC Board of Managers
Previous
  • Manager, Sales and Use Tax, national accounting firm 
    • Responsible for providing state and local sales and use, franchise, and multistate income tax services to clients across the southwestern United States.

PUBLIC SECTOR EXPERIENCE

Previous
  • Large Case Tax Auditor, Wisconsin Department of Revenue
    • Conducted audits of Fortune 1000 taxpayers for multistate income/franchise and sales and use tax compliance.

PUBLIC PRESENTATIONS

Mr. Trester conducts numerous speaking engagements and tax seminars. Topics covered include multistate income tax, franchise tax, transaction tax, nexus issues related to a variety of taxes, and other related tax and non-tax matters. He has appeared as a speaker for the following organizations:
  • Institute for Professionals in Taxation (IPT)
  • National Business Institute
  • Tax Executives Institute
  • Texas Society of Certified Public Accountants (TSCPA)

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Dallas/Fort Worth State Tax Association
  • IPT
  • TSCPA

EDUCATION & ACCREDITATION

  • Bachelor of Business Administration Degree, Accounting, University of Wisconsin at Eau Claire 
  • Certified Public Accountant (CPA), Licensed in Texas 
    (Ryan is not a CPA firm.)
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