Leadership Team

James M. Trester
James M. Trester
Principal
972.934.0022

PRIVATE SECTOR EXPERIENCE
Current

  • Principal, Ryan, Dallas office
    – Specializes in providing transaction, franchise, and multistate
       income tax services and planning to clients.
    – Practice focus includes retail and telecommunications
       industries.
  • Board of Directors, Professional Development Committee, Ryan
    – Responsible for the administration and development of Ryan’s
       internal technical training courses.

Previous

  • Sales and Use Tax Manager, 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 on a continuing basis. 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. Additionally, he has appeared as a speaker for the following organizations:
  • Institute for Professionals in Taxation
  • National Business Institute
  • Tax Executives Institute
  • Texas Society of Certified Public Accountants

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Dallas/Fort Worth State Tax Association
  • Institute for Professionals in Taxation
  • Texas Society of Certified Public Accountants

EDUCATION/ACCREDITATION

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