Michelle Hurlbert
Blue Springs,MO
Summary
Experienced with understanding and applying tax laws to ensure compliance and optimize financial outcomes. Utilizes analytical and problem-solving skills to address client-specific tax issues and develop effective strategies. Strong understanding of regulatory requirements and history of delivering precise, timely tax services.
Organized Bookkeeper proficient in QuickBooks and Adobe software. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue.
Overview
18
18
years of professional experience
Work History
Enrolled Agent/ Tax Preparer
H&R Block Tax Office
11.2007 - Current
- Provided individual and partnership income tax preparations. Helped taxpayers by using their federal state and local codes to prepare an accurate tax return in a tax office setting. Reviewed financial records such as income statements and documentation of expenditures to ensure the maximum benefit. Continually stayed informed about new tax laws and regulations. Demonstrated knowledge of various tax programs and tax software from H&R Block. Established and maintained effective working relationships with clients and retained a very high retention of returning clients.
- Current – Seasonal
Staff Accountant
J&J Business Service
Liberty, MO
06.2025 - 03.2026
- Prepared monthly financial statements and reconciliations to ensure accuracy and compliance with regulations.
- Managed accounts payable and receivable processes, improving cash flow management efficiency.
- Conducted regular audits of financial transactions to identify discrepancies and enforce internal controls.
- Developed and maintained accounting procedures that enhanced operational efficiency across departments.
Assistant Manager
Quick Trip
06.2024 - 11.2024
- Regularly completing up keep tasks for the store. Maintained financial records of deliveries, the cash drawer/vault and inventory ordering.
Business Analyst
Kansas City Life Insurance Company
12.2024 - 04.2024
- Verified Premium calculations from both the new Cloud based program as well as the Legacy Cobalt program. Also reviewed new business rules and implementation. Reviewed Policy page outputs for correct calculations and Client information. Resolved policy issues for Clients that found discrepancies in their policies.
Quality Assurance Analyst
H&R Block Corporate
11.2020 - 11.2023
- Analyzed Federal Income Tax Business Requirements. Documented and prepared detailed test cases for new functionality, effective QA implementation in all phases of software testing life cycle (STLC). Executed test cases, recorded results, and documented defects, questionable functions, as well as inconsistencies in the software program functions, outputs, online screens, and content (UI). Identified and tracked defects, generated bug reports, and submitted test reports. Tracked client production issues during tax season and assisted clients with filing their returns through the online program.
- 2007-2010 – State Regulatory QA for the retail tax program – Analyzed State Income tax returns for various states as well as other QA roles
- 2010-2012 – Tax Forms Management – Received updated Tax forms from various State DOR's. Wrote Tax Regulatory Changes (TRC's; year over year changes) for all the product teams to implement into their programs. Worked closely with the Tax Institute to verify new electronic filing requirements.
- 2012 – 2016 – State Regulatory QA for the online program – same basic QA roles as above
- 2016-2018 – State Regulatory QA for the Retail Product – same basic QA roles as above
Education
Highschool Graduate - Basic Studies
William Chrisman High School
05-1996
Certificate of Child Development/Business Management - Child Development/Business Management
Joe Herndon Vocational Technical School
01-1996
Enrolled Agent for the IRS - Taxes
IRS
01-2012
Accounting
Blue River Community College
01-2025
Skills
- Customer Service
- Leadership
- Organization
- Problem solving
- Teamwork
- Creativity
- Excel
- XML Spy
- Tat (Automation Tool)
- Omni Studio (Block in house suite/Engine)
- Olat
- OpsTool
- Beast
- ADO
- HPalm
- Netscape
- SharePoint
- Cisco VPN
- Windows Authenticator
- UltiPro
- Salesforce
- Swagger
- Net Core
- Secure One
- Workday
- Oracle
- UKG
- Kronos
- Bomgar
- Ping
- Outlook
- Snag It
- Teams
- Skype
- Jabber
- One Drive
- Multiple Browsers; Explorer, Edge, Chrome, Firefox
- Adobe
- Virtual Desktop
- Notepad
- Power Point
- Power BI
- Microsoft Word
- Snipping Tool
- Income tax preparation
- Tax software mastery
- Payroll management
- Continuing education commitment
- Bookkeeping
- Financial analysis
- IRS representation
- Ethics and professional conduct
- Tax-related research
Timeline
Staff Accountant
J&J Business Service
06.2025 - 03.2026
Business Analyst
Kansas City Life Insurance Company
12.2024 - 04.2024
Assistant Manager
Quick Trip
06.2024 - 11.2024
Quality Assurance Analyst
H&R Block Corporate
11.2020 - 11.2023
Enrolled Agent/ Tax Preparer
H&R Block Tax Office
11.2007 - Current
Accounting
Blue River Community College
Highschool Graduate - Basic Studies
William Chrisman High School
Certificate of Child Development/Business Management - Child Development/Business Management
Joe Herndon Vocational Technical School
Enrolled Agent for the IRS - Taxes
IRS
Enrolled Agent
Very excited to continue my career with H&R Block. Taking the accounting classes has given me an insight to the other side of taxes and finance. I plan to continue my education toward the Accounting Certificate at Blue River Community College.