James Trester

Overview

Jim Trester is a Principal in Ryan’s Dallas office, where he specializes in client relationship management across all Ryan practice services. He partners with organizations across a wide range of industries, with particular emphasis on retail, manufacturing, distribution, and service businesses, to help them navigate complex tax matters and achieve coordinated, enterprise-wide outcomes.

With experience spanning public accounting, government, and consulting leadership roles, Jim brings a broad perspective to client service. His background includes multistate income, franchise, and transaction tax matters, as well as large-case audit experience with a state revenue authority. Jim is an active contributor to the profession and frequently speaks on multistate income tax, transaction tax, nexus issues related to a variety of taxes, and other related issues for industry and professional organizations. He also plays a leadership role within Ryan through service on the Firm’s Board of Managers and key advisory committees.

Education and Qualifications

Bachelor of Business Administration, Accounting, University of Wisconsin–Eau Claire

Certified Public Accountant, Licensed in Texas (Ryan is not a CPA firm.)

Experience and Achievements

Principal, Client Services, Ryan, Dallas office

• Leads client relationship management across all Ryan practice services

• Advises clients across multiple industries on coordinated tax strategies

Member, Board of Managers, Ryan, Dallas office

Member, Investment Advisory Committee, Ryan, Dallas office

Member, Ryan PAC Board of Managers, Dallas office

Manager, Sales and Use Tax, national accounting firm

• Provided multistate sales and use, franchise, and income tax services across the Southwest

Large Case Tax Auditor, Wisconsin Department of Revenue

• Conducted audits of Fortune 1000 taxpayers for multistate income, franchise, and sales and use tax compliance

Member, American Institute of Certified Public Accountants

Member, Dallas/Fort Worth State Tax Association

Member, Institute for Professionals in Taxation

Member, Texas Society of Certified Public Accountants