Jenelle Green joined Peak Trust Company in 2023 and serves as Tax Officer in the firm’s Nevada office. In this role, Jenelle oversees fiduciary tax compliance and reporting for Nevada administered trusts, ensuring accurate and timely preparation, coordination, and filing of required tax returns. She plays a key role in supporting trustees, clients, and advisors by helping navigate the complexities of fiduciary income taxation.
Jenelle is responsible for coordinating the preparation and review of Form 1041 returns, managing trust tax reporting requirements, overseeing tax withholding across trust investments, and facilitating distributions with tax implications in mind. She works closely with external CPAs and tax professionals to address notices, audits, and technical tax matters, serving as a central point of contact to ensure issues are resolved efficiently and in alignment with fiduciary responsibilities.
With more than 12 years of tax experience, Jenelle brings significant technical expertise and a strong attention to detail to her role. Her background includes extensive experience interpreting tax regulations, managing compliance matters, and working directly with individuals and businesses to resolve complex tax situations.
Prior to joining Peak Trust Company, Jenelle served with the Internal Revenue Service for over 12 years, including her most recent role as a Revenue Officer. In that capacity, she handled sensitive tax matters, conducted financial analysis, and worked closely with taxpayers to achieve compliance.Jenelle is also an Enrolled Agent, federally authorized to represent taxpayers before the Internal Revenue Service. Her experience with the IRS provides her with valuable insight into regulatory processes and enforcement considerations, enhancing the depth of expertise she brings to Peak’s fiduciary tax administration.
Jenelle earned her Bachelor of Science degree in Communications, with an emphasis in Public Relations and Advertising and a minor in Fashion Merchandising, from Weber State University. Her combination of technical tax knowledge, regulatory experience, and client focused approach strengthens Peak Trust Company’s comprehensive fiduciary services.
