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H&R Block Executives

Get to know the members of the H&R Block executive team.

Jeffrey J. Jones II

President and Chief Executive Officer

Jeff Jones is president and chief executive officer of H&R Block. Jones brings 28 years of executive management, innovative leadership and operational excellence to the company after having held key roles at top companies in the retail, consumer products, agency and technology industries.

As Uber’s first president of the global ride sharing business, he had accountability for a $20 billion-plus business and operations in over 450 cities and 70 countries. Before Uber, Jones was executive vice president and chief marketing officer for Target and served as a senior member of the company’s four primary operating groups: core business, strategy and innovation, talent, and risk and reputation. Additionally, he helped lead the brand and business back from the 2013 data breach and launched a variety of major initiatives that drove traffic, brand affinity and loyalty.

Prior to Target, Jones held executive and leadership roles in various sales, agency and marketing roles with iconic brands such as The Coca-Cola Company, Gap and Leo Burnett, where he served General Motors, MillerCoors and Procter & Gamble.

Jones serves on the board of directors of Advance Auto Parts and is an advisor to Brit+Co. Over the years, he has advised The Mayo Clinic, GSK Consumer Heathcare, and other early-stage technology companies including Zoove, Curious Sense and Point Inside; and served various non-profit and industry organizations including Chicago Children’s Advocacy Center, Durham Academy, The Nasher Museum of Art at Duke University, Coach K Center on Leadership and Ethics at Fuqua Business School, and the Association of National Advertisers. Jones has been named “One to Watch” by the Wall Street Journal, “Marketer of the Year” by Mass Market Retailer, “2016 Power Player” by AdAge, and his work has been profiled by Harvard Business Review and in numerous business books. He speaks regularly on business transformation, creating modern organizations, ethics and leadership, and crisis management.

Jones is a graduate of the University of Dayton and Fork Union Military Academy.

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Tony Bowen

Chief Financial Officer

Tony Bowen was named H&R Block’s Chief Financial Officer May 1, 2016. In this role, Bowen is responsible for leading all financial functions and setting overall financial strategy for the company.

Since joining the company in 2004, Bowen has held many senior leadership roles, most recently as the Vice President of Finance for H&R Block’s U.S. Tax Services division since 2013.

In this position, he was in charge of business planning and analysis, budgeting, forecasting, and acquisitions and development for the 10,000-plus U.S. retail locations. Before that, Bowen was the Vice President and General Manager of H&R Block’s DIY Tax Services business, managing the online, mobile and desktop software products.

Previously, Bowen served in a variety of roles for the company and its subsidiaries, including Assistant Vice President of Corporate Development, Program Director of Finance, Director of Hedging, and Senior Treasury Analyst.

Prior to joining H&R Block, Bowen held positions with American Century Investments and George K. Baum and Company.

Bowen holds a Bachelor of Science degree from the University of Missouri-Columbia, where he majored in Finance / Money and Banking. Bowen is also a CFA Charterholder and member of the CFA Institute.

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Tom Gerke

General Counsel and Chief Administrative Officer

Tom Gerke is General Counsel and Chief Administrative Officer of H&R Block. In this position, he provides leadership for the company’s legal, government relations and compliance functions. Since Gerke joined H&R Block in 2012, at various times he has had additional responsibilities in addition to his current role, including leadership of the human resources function and serving as interim President and Chief Executive Officer.

Gerke brings years of executive, legal and staff management experience to the company, including recent roles in telecom as Executive Vice Chairman for CenturyLink, President and Chief Executive Officer of Embarq, and General Counsel for Embarq with additional responsibilities for its Wholesale Markets business unit. Starting in 1994, he served in various leadership and legal roles at Sprint Corporation, including Executive Vice President, Law and External Affairs. Prior to his service at Sprint, Gerke spent nine years in private legal practice focused primarily on strategic corporate transactions. In addition to telecom and private practice, Gerke previously served as Executive Vice President and General Counsel for YRC Worldwide.

Gerke currently serves as a member of the Board of Directors for Consolidated Communications Holdings, Inc. (NASDAQ: CNSL) and TEGP Management, LLC, the general partner of Tallgrass Energy GP, LP (NYSE: TEGP). He serves or has served on several local boards, including Rockhurst University and the Kansas City Local Investment Commission. He earned his Bachelor of Science degree in Business Administration from the University of Missouri in Columbia, his Master of Business Administration degree from Rockhurst University, and his Juris Doctor degree from the University of Missouri School of Law in Kansas City.

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Jamil Khan

Chief Strategy & Development Officer

Jamil Khan serves as H&R Block’s Chief Strategy & Development Officer. In this role, he is responsible for helping to identify and lead the company’s strategic development and growth opportunities, as it continues to disrupt the tax preparation industry and expand its services. Khan serves as a key advisor to President and CEO Jeff Jones, helping to architect the company’s long-term strategy, and generate value for all stakeholders.

Khan has more than two decades of experience leading strategy for companies ranging from technology companies to Fortune 100 brands. He has worked on multiple merger and acquisition integrations, defined growth strategies, managed product development and P&Ls, and restructured lagging business units.

Prior to joining H&R Block, Khan served as Senior Vice President of Strategy & Business Development for a Boston-based technology company focused on disrupting the traditional textbook market, playing an instrumental role in integration efforts following the company’s May 1, 2019 announced merger with McGraw Hill. Khan was also head of Americas for the Timex Group, with P&L responsibility for Canada, Mexico and Latin America. He helped drive major change management processes, established new partnerships and executed the successful turnaround of Timex Canada in 2018. He has also led strategy at Staples, Inc., Zipcar and Procter & Gamble.

He holds a Master’s in Business Administration from Harvard Business School and a Bachelor of Science degree in chemistry from University College London.

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Alan Lowden

Senior Vice President, Chief Information Officer

Alan Lowden is H&R Block’s Chief Information Officer and is responsible for all aspects of technology, information security, and support across six global development sites and 10,000 H&R Block retail offices. Lowden has more than 20 years of leadership experience in product development, software engineering, mobile development, and cloud-based solutions across multiple industries.

Prior to being named Chief Information Officer, Lowden served in several executive roles at H&R Block, including General Manager of Block Advisors, Vice President of Client Experience, and Vice President of Technology for H&R Block’s retail tax and DIY systems. During his tenure, he led the design, integration, and launch of key systems such as a new tax preparation engine and a customer relationship management platform. These technologies are the foundational elements that enable a seamless, omni-channel experience for H&R Block’s clients.

Before joining H&R Block in 2012, Lowden was the Vice President of Enterprise Government for Lexmark Enterprise Software. He also started a management and technology consulting firm and held several strategic roles with Accenture earlier in his career, where he led solution architecture and development for several large scale digital transformation projects. Lowden is a graduate of the University of Kansas.

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Tiffany Scalzitti Monroe

Chief People Officer

Tiffany Scalzitti Monroe became the Chief People Officer for H&R Block on March 5, 2018, reporting directly to President & CEO Jeff Jones. In this role, she leads H&R Block’s people strategies, including organizational and performance management, talent development, and ensuring the workforce has both the people and organizational capabilities to enable and ultimately deliver company strategy. She works closely with the president and CEO and other senior leaders across the company on programs and initiatives to attract, develop and retain a world-class full-time and seasonal workforce of nearly 90,000.

Monroe has almost two decades of human resources experience. Most recently, at U.S. Foods, headquartered near Chicago in Rosemont, Ill., she served as the chief human resources officer from 2015-17. While there, she focused strongly on talent and culture development, including instituting a formal talent assessment process, formal development programs, and redesigning the company’s incentive programs to better attract and retain great talent.

Prior to her position at U.S. Foods, Monroe was employed at Target Corporation from 2001-15. She served as senior vice president for human resources at Target Canada from 2011-15. Among her achievements, she developed a comprehensive total compensation offering, implemented an innovative program focused on enhanced talent development, and maintained high employee engagement and retention levels by ensuring a positive team culture and working environment. Other key positions held at Target included Vice President of Human Resources from 2010-11 and Director of Human Resources from 2006-10.

Monroe holds a bachelor of arts degree from Indiana University and a juris doctor degree from Pepperdine University School of Law.

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Karen Orosco

Senior Vice President, U.S. Retail

Karen Orosco was appointed as Senior Vice President, U.S. Retail, effective May 1, 2016. In this position, Orosco, who joined H&R Block in 1999, is responsible for driving service delivery of tax services and adjacent products, growing new clients and providing outstanding client service through 10,000 company- and franchise-owned offices across the country, including 350 Block Advisors locations.

Prior to her current role, Orosco was the Vice President of Retail Operations. During her six years in this role, she led the implementation of the company’s new tax preparation system and the redesign of the training and operational functions to better support clients, franchisees and company associates across the country.

During her tenure at H&R Block, Orosco has held a variety of technology, operations and client service positions including serving as Vice President, Information Technology and Vice President, Strategic Sourcing. Her diverse leadership background on major initiatives such as the creation of a new development center and the design of the corporate headquarters in Kansas City has given her an appreciation for the importance of careful planning, disciplined execution, and strong partnership.

Orosco holds a Bachelor of Science degree in Finance from the University of Houston and a Master of Business Administration from the University of Kansas. She received the Henry Bloch Community Service Award in 2012.

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Daniel J. Rieger

Vice President, International and Expat

Daniel J. Rieger was appointed Vice President, International and Expat in the spring of 2018. In this position, Rieger has overall responsibility for the HRB Canadian, Australian, Indian and Expat businesses.

Prior to this Rieger served as Vice President, Field Operations since fall of 2016. In this position, Rieger had overall responsibility for the company’s real estate, facilities, client service, acquisition and development, and company support organizations.

Before his time in Field Operations, Rieger served as Vice President, Real Estate for H&R Block, where he oversaw the daily management of all tax offices and corporate facilities, including lease negotiations, rent and tax payments, facilities management, design, construction, office remodels and vendor relations.

Rieger came to H&R Block in 2014 after a distinguished 11-year career with DineEquity, the nation’s largest casual dining company and parent company to two of America’s most iconic dining chains, Applebee’s® and IHOP®. While with DineEquity, Rieger served in a variety of leadership roles, including Executive Director, Strategy and Real Estate Development and Director, Corporate Finance and Mergers & Acquisitions.

Rieger received his B.A. in Business Administration and his B.A. in Psychology from William Jewell College, Liberty, Missouri.

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Vinoo Vijay

Chief Marketing Officer

Vinoo Vijay is Chief Marketing Officer for H&R Block where he is responsible for all marketing, end-to-end customer experience, financial products, and corporate communications.

He has two decades of marketing and digital experience. He previously served as Executive Vice President, Chief Marketing Officer, and Head of Corporate and Public Affairs of TD Bank where he was responsible for overseeing all marketing and communication strategies. He also championed and led a national fintech effort to re-craft banking for the Millennial consumer.

Vinoo was also Head of Global Brand and Product Marketing at Ally Financial, where he developed the Ally brand and was a key leader in the launch of Ally, a leading digital bank player.

Vinoo holds a Master of Business Administration from the University of Illinois at Urbana-Champaign and a Bachelor of Science from Syracuse University with dual concentrations in advertising and marketing.

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Heather Watts

Senior Vice President, DIY Tax

Heather Watts is Senior Vice President and General Manager of H&R Block’s DIY Tax business. She is directly responsible for all product and business strategy for the company’s growing do-it-yourself tax business. Heather oversees all the development, design, marketing and end-to-end client experience of all H&R Block online, software and mobile tax products and solutions.

Heather has been with H&R Block in various marketing and product development roles since 1997. Prior to leading the DIY tax team, she was Vice President of Digital Client Experience. She also was Director of Product Development where she led all consumer software and online product development for H&R Block’s DIY tax products.

Earlier in her H&R Block career, as Program Director to the Chairman and CEO, she was responsible for managing and coordinating the operational functions of the Executive Department. She worked across department and business unit lines to address strategic, operational and financial issues. Heather also provided assistance with business and strategic planning, communications and general management functions.

Heather earned her degree in communications with an emphasis in marketing from Truman State University. She is a graduate of H&R Block’s The Leadership Experience and completed the UMKC Bloch School of Business Executive Education program. She is also a graduate and alumni of the Kansas City Civic Council’s Kansas City Tomorrow leadership program.

Most recently, she served as Executive Committee Member of The Free File Alliance as well as a Board Member on the UMKC Executive Education Advisory Board.

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