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.
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
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.
Explore Leadership Teams in Accounting for Legal Practices
Founded in 1917, Eide Bailly is an accounting firm that specializes in audit and assurance, business outsourcing and strategy, tax, and consulting. They also offer expanded services including business outsourcing & strategy, business valuation & analytics, cybersecurity and more. Eide Bailly is headquartered in Fargo, North Dakota.
Company Leadership JB
JB
SVA has been serving family-owned and closely-held companies since 1974. As we near our 50th anniversary, SVA is committed to remaining an independent CPA firm investing in our future growth. Our culture of innovation and agility provides the platform for our core goal. Serve. People. Better. Our team members' expertise spans the areas of business consulting, tax, accounting, and audit in a diverse set of industries. We work towards meeting the strategic vision of each business and the owner's personal financial goals. Were proud to say that this expertise has made SVA a perennial award winner as one of the nations Top 100 Accounting Firms.
Company Leadership AS

CS
ET
Founded in 1950, Weaver and Tidwell nationally-oriented accounting firm with services including Assurance, Tax, and Advisory. The company is headquartered in Houston, Texas.
Company Leadership WL
TL

KC
Leyton is a consulting firm that specializes in the optimization of federal and state research and development (R&D) tax credits. Leyton is headquartered in Paris, France.
Company Leadership EW
ME
CB
AE