H&R Block Executive and Leadership Team

October, 2026

Leadership Overview

H&R Block has 4 executives leading key functions including technology, organizational strategy, tax operations, and corporate leadership.

Focused on delivering accessible financial solutions, H&R Block empowers millions of consumers through advanced tax preparation services and innovative digital tools that simplify complex accounting processes for a global client base.

Leadership Roles at H&R Block

  • Senior Tax Advisor & Chief Operating Officer, Integrity Tax Services & H & R Block Database Administrator - Jennifer Demo
  • President - George Ortega
  • Chief Technology Officer - Jason Lenhart
  • Chief of Staff - Sherri Cheng
  • Jennifer Demo - Senior Tax Advisor & Chief Operating Officer, Integrity Tax Services & H & R Block Database Administrator

    Jennifer Demo, the Senior Tax Advisor & Chief Operating Officer, Integrity Tax Services & H & R Block Database Administrator at H&R Block, manages the operational integrity of tax preparation services. Overseeing the accuracy of complex tax filings, the Chief Operating Officer ensures compliance with evolving regulatory standards across diverse jurisdictions. This role involves maintaining the database architecture that supports millions of client records, guaranteeing data security and accessibility for professional tax preparers. By optimizing the operational workflows within retail tax offices, Demo improves service delivery and client satisfaction. The Chief Operating Officer collaborates with technical teams to refine database performance, ensuring robust support for Tax Plus products. Jennifer Demo drives the implementation of rigorous quality control measures, safeguarding the reputation of the company. Through meticulous oversight of tax advisory functions and database management, the Chief Operating Officer secures the operational reliability essential for delivering trusted financial services to a global consumer base.

    George Ortega - President

    George Ortega, the President at H&R Block, defines the strategic direction for global consumer tax services. Overseeing the expansion of retail tax offices and franchise networks, the President drives market growth and brand presence across international territories. This leadership role involves setting the vision for Tax Plus products, ensuring the company meets the diverse needs of modern consumers. By fostering partnerships and guiding the executive team, Ortega ensures the successful execution of long-term business objectives. The President monitors competitive trends to maintain a strong market position, prioritizing innovation in both digital software and in-person tax preparation. George Ortega directs the allocation of resources to maximize efficiency and profitability, ensuring the company delivers consistent value to clients. Through decisive leadership and a focus on operational excellence, the President shapes the future of the organization, reinforcing the commitment to providing accessible, professional tax solutions on a global scale.

    Jason Lenhart - Chief Technology Officer

    Jason Lenhart, the Chief Technology Officer at H&R Block, directs the digital transformation of tax preparation platforms. Overseeing the development of proprietary software, the Chief Technology Officer ensures seamless user experiences for DIY consumers across North American markets. This leadership role involves architecting scalable cloud infrastructure to handle massive seasonal data spikes during peak filing periods. By integrating advanced automation into tax return workflows, Lenhart optimizes processing speed and accuracy for millions of users. The Chief Technology Officer collaborates with product teams to deploy secure, reliable digital solutions that maintain the integrity of sensitive financial information. Jason Lenhart drives the technical roadmap, ensuring the company remains at the forefront of the consumer tax services industry. Through continuous innovation in software engineering, the Chief Technology Officer secures the technological foundation necessary for sustained growth and operational excellence in a competitive global landscape.

    Sherri Cheng - Chief of Staff

    Sherri Cheng, the Chief of Staff at H&R Block, coordinates strategic initiatives across the executive leadership team. Managing internal communications and cross-functional projects, the Chief of Staff ensures alignment with the overarching mission of providing global consumer tax services. This role involves facilitating decision-making processes that impact retail tax offices and franchise operations worldwide. By streamlining administrative workflows, Cheng enhances organizational efficiency and supports the execution of corporate goals. The Chief of Staff monitors key performance indicators to track progress on major business objectives, providing critical insights to the executive suite. Sherri Cheng maintains focus on operational consistency, ensuring that all departments work in harmony to deliver high-quality tax preparation services. Through rigorous project management and stakeholder engagement, the Chief of Staff drives the internal momentum required to maintain market leadership and operational agility within the complex, highly regulated tax services sector.

    Frequently Asked Questions Regarding H&R Block Top Executives and Leadership Team

    Who leads H&R Block?
    H&R Block is led by Jennifer Demo (Senior Tax Advisor & Chief Operating Officer, Integrity Tax Services & H & R Block Database Administrator), along with executives such as George Ortega (President) and Jason Lenhart (Chief Technology Officer).
    Who is part of H&R Block’s executive team?
    The executive team of H&R Block includes leaders such as Jennifer Demo (Senior Tax Advisor & Chief Operating Officer, Integrity Tax Services & H & R Block Database Administrator), George Ortega (President), Jason Lenhart (Chief Technology Officer) and other senior executives.
    How many executives does H&R Block have?
    H&R Block has 4 executives leading key business areas.
    What roles are included in H&R Block’s leadership team?
    The leadership team of H&R Block includes roles such as Senior Tax Advisor & Chief Operating Officer, Integrity Tax Services & H & R Block Database Administrator, President, Chief Technology Officer, Chief of Staff.