H&R Block Management
Management criteria checks 3/4
H&R Block's CEO is Jeff Jones, appointed in Oct 2017, has a tenure of 8.08 years. total yearly compensation is $10.97M, comprised of 9.1% salary and 90.9% bonuses, including company stock and options. directly owns 0.72% of the company’s shares, worth R$252.80M. The average tenure of the management team and the board of directors is 2.7 years and 8.4 years respectively.
Key information
Jeff Jones
Chief executive officer
US$11.0m
Total compensation
| CEO salary percentage | 9.10% |
| CEO tenure | 8.1yrs |
| CEO ownership | 0.7% |
| Management average tenure | 2.7yrs |
| Board average tenure | 8.4yrs |
Recent management updates
Recent updates
CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | US$613m |
| Jun 30 2025 | US$11m | US$998k | US$607m |
| Mar 31 2025 | n/a | n/a | US$565m |
| Dec 31 2024 | n/a | n/a | US$534m |
| Sep 30 2024 | n/a | n/a | US$587m |
| Jun 30 2024 | US$10m | US$1m | US$596m |
| Mar 31 2024 | n/a | n/a | US$641m |
| Dec 31 2023 | n/a | n/a | US$595m |
| Sep 30 2023 | n/a | n/a | US$564m |
| Jun 30 2023 | US$9m | US$998k | US$560m |
| Mar 31 2023 | n/a | n/a | US$481m |
| Dec 31 2022 | n/a | n/a | US$509m |
| Sep 30 2022 | n/a | n/a | US$541m |
| Jun 30 2022 | US$11m | US$998k | US$558m |
| Mar 31 2022 | n/a | n/a | US$436m |
| Dec 31 2021 | n/a | n/a | US$520m |
| Sep 30 2021 | n/a | n/a | US$455m |
| Jun 30 2021 | n/a | n/a | US$544m |
| Apr 30 2021 | US$9m | US$998k | US$588m |
| Jan 31 2021 | n/a | n/a | US$102m |
| Oct 31 2020 | n/a | n/a | US$206m |
| Jul 31 2020 | n/a | n/a | US$245m |
| Apr 30 2020 | US$7m | US$1m | US$6m |
| Jan 31 2020 | n/a | n/a | US$426m |
| Oct 31 2019 | n/a | n/a | US$435m |
| Jul 31 2019 | n/a | n/a | US$447m |
| Apr 30 2019 | US$9m | US$998k | US$444m |
Compensation vs Market: Jeff's total compensation ($USD10.97M) is above average for companies of similar size in the BR market ($USD1.86M).
Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.
CEO
Jeff Jones (57 yo)
Mr. Jeffrey J. Jones, II, also known as Jeff, has been the Chief Executive Officer and President at H&R Block, Inc. since October 9, 2017 and has been its Director since 2017. Mr. Jones is an Independent D...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 8.1yrs | US$10.97m | 0.72% R$ 252.8m | |
| Chief Financial Officer | 1.3yrs | US$2.36m | 0.0011% R$ 380.2k | |
| Chief Strategy & Operations Officer | 1.3yrs | US$2.43m | 0.0014% R$ 478.7k | |
| Chief Legal & Administrative Officer | 3.8yrs | US$2.26m | 0.017% R$ 5.9m | |
| Chief Product Officer & President of Global Consumer Tax | 1.8yrs | US$2.75m | 0.0025% R$ 869.4k | |
| Principal Accounting Officer | less than a year | no data | no data | |
| Senior VP & CTO | less than a year | no data | no data | |
| Chief Information Officer | no data | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Chief Marketing & Experience Officer | 3.5yrs | no data | no data | |
| Chief People & Culture Officer | 7.7yrs | no data | no data | |
| Vice President and Corporate Controller | 15.2yrs | no data | no data |
Experienced Management: H1RB34's management team is considered experienced (2.7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 8.8yrs | US$10.97m | 0.72% R$ 252.8m | |
| Independent Director | 14.2yrs | US$326.81k | 0.0035% R$ 1.2m | |
| Independent Director | 8yrs | US$326.81k | 0% R$ 0 | |
| Independent Director | 18.2yrs | US$506.38k | 0.025% R$ 8.8m | |
| Independent Director | 4.6yrs | US$308.81k | 0% R$ 0 | |
| Independent Chairman | 10.2yrs | US$311.81k | 0.0078% R$ 2.8m | |
| Independent Director | 4.6yrs | US$299.31k | 0% R$ 0 | |
| Independent Director | 6yrs | US$311.81k | 0% R$ 0 |
Experienced Board: H1RB34's board of directors are considered experienced (8.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/11/07 18:55 |
| End of Day Share Price | 2025/09/01 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
H&R Block, Inc. is covered by 17 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Alexander Paris | Barrington Research Associates, Inc. |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Mark Palmer | BTIG |