H&R Block Names Andy Phillips as New Vice President of The Tax Institute

Rhea-AI Summary

H&R Block (NYSE: HRB) has promoted Andy Phillips to Vice President of The Tax Institute, succeeding retiring Chief Tax Officer Kathy Pickering. Phillips, with a 15-year tenure at Block, will lead the company's team of tax experts, providing research and analysis of tax laws. His experience includes leading Tax Law & Policy Analysis, Tax Research, and Agency & Industry Relations.

Phillips is recognized for his contributions to various tax-focused industry associations and IRS advisory councils. He holds leadership positions in organizations such as the ISAC Senior Executive Board, IRS Electronic Tax Administration Advisory Committee, and CERCA Executive Board. Phillips is also involved in collaborative efforts to combat identity theft tax refund fraud and contributes to shaping industry standards and practices.

Positive

• Promotion of experienced internal candidate to key leadership position
• Continuity in leadership of The Tax Institute
• Phillips' extensive industry involvement and external leadership roles

Negative

• None.

KANSAS CITY, Mo., Sept. 03, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB), a leading provider of global tax preparation, financial products and small business solutions, today announced the promotion of Andy Phillips to Vice President of The Tax Institute. Phillips succeeds Chief Tax Officer Kathy Pickering, who retired after 25 years of service to the company. In his new role, Phillips will lead The Tax Institute at H&R Block and its world-class team of tax attorneys, CPAs and enrolled agents who provide expert research and analysis of state and federal tax laws to deliver an unparalleled benefit to Block clients.

Phillips has made significant contributions and held various roles in The Tax Institute throughout his 15-year tenure at Block, including leading Tax Law & Policy Analysis and Tax Research. Most recently, he assumed leadership of Agency & Industry Relations within The Tax Institute, where he’s been instrumental in shaping the strategic direction and program management of H&R Block’s relationships with the IRS and other federal agencies over the last 6 years.

“Andy’s extensive experience and unwavering dedication to our clients make him the ideal leader to continue the exceptional work of The Tax Institute. His deep understanding of tax law and policy, coupled with his strategic vision, have been invaluable to our organization and the industry. We are confident that under Andy’s leadership, The Tax Institute will continue to evolve and provide unparalleled expertise and support to our clients, ensuring they receive the best possible outcome,” said Dara Redler, Chief Legal Officer, H&R Block.

Externally, Phillips is a respected leader for various tax-focused industry associations and IRS advisory councils, including serving as the industry sector vice-chair of the ISAC Senior Executive Board since 2024, a member of the IRS Electronic Tax Administration Advisory Committee from 2020 to 2024, and a member of the CERCA Executive Board since 2024. He is also the industry co-lead of the Security Summit Authentication Working Group —a collaborative effort between the IRS, state tax agencies, and the tax industry to combat identity theft tax refund fraud—and a member of the Steering Committee for the Coalition Against Scam and Scheme Threats (CASST).

Through these roles, Phillips contributes to shaping industry standards and practices, ensuring that H&R Block remains at the forefront of regulatory compliance and innovation.

Phillips holds a Bachelor of Science from Avila University, and he earned a Juris Doctor and Master of Laws in Taxation from the University of Missouri – Kansas City School of Law.

For more information about H&R Block, visit HRBlock.com.

About H&R Block
H&R Block, Inc. (NYSE: HRB) provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small-business solutions. The company blends digital innovation with human expertise and care as it helps people get the best outcome at tax time and also be better with money using its mobile banking app, Spruce. Through Block Advisors and Wave, the company helps small-business owners thrive with year-round bookkeeping, payroll, advisory, and payment processing solutions. For more information, visit H&R Block News.

For inquiries, please contact:
Media Relations:	Teri Daley, (816) 854-3787, teri.daley@hrblock.com
	Media Desk: Mediadesk@hrblock.com
Investor Relations:	Michaella Gallina, (816) 854-3022, michaella.gallina@hrblock.com
	Jordyn Eskijian, (816) 854-5674, jordyn.eskijian@hrblock.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9284d998-5b6b-4204-ba5f-ed76d54ef13b

FAQ

Who is the new Vice President of The Tax Institute at H&R Block (HRB)?

Andy Phillips has been promoted to Vice President of The Tax Institute at H&R Block (HRB), succeeding retiring Chief Tax Officer Kathy Pickering.

What are Andy Phillips' qualifications for his new role at H&R Block (HRB)?

Andy Phillips has 15 years of experience at H&R Block, including leadership roles in Tax Law & Policy Analysis, Tax Research, and Agency & Industry Relations. He holds a Bachelor of Science, Juris Doctor, and Master of Laws in Taxation.

What external roles does Andy Phillips hold in the tax industry outside of H&R Block (HRB)?

Andy Phillips serves as the industry sector vice-chair of the ISAC Senior Executive Board, a member of the CERCA Executive Board, and is involved in the Security Summit Authentication Working Group and Coalition Against Scam and Scheme Threats (CASST).

How long did the previous Chief Tax Officer, Kathy Pickering, serve at H&R Block (HRB)?

Kathy Pickering, the previous Chief Tax Officer at H&R Block (HRB), retired after 25 years of service to the company.