Core Insights - Jeffrey J. Jones II will retire as President and CEO of H&R Block on December 31, 2025, and will remain on the Board until then, transitioning to a Strategic Advisor role until September 2026 [1][6] - Curtis Campbell, currently President of Global Consumer Tax and Chief Product Officer, will succeed Jones as CEO starting January 1, 2026 [1][5] Company Performance and Leadership - Under Jones' leadership since 2017, H&R Block has introduced innovative strategies such as Upfront Transparent Pricing and AI Tax Assist, contributing to significant brand growth and relevance [2][3] - The company increased its quarterly dividend by approximately 70% and repurchased about 40% of its shares, returning over $4.0 billion in capital to shareholders [2] - During Jones' tenure, H&R Block's stock price rose by 123%, and its market capitalization increased from $5.5 billion to $7.4 billion [2] Succession Planning - Campbell's appointment as CEO-elect follows a comprehensive succession-planning process, receiving unanimous support from the Board of Directors [5][6] - Jones expressed confidence in Campbell's ability to continue the company's transformation and sustainable revenue growth [4][5] Community Engagement and Culture - Jones initiated community impact programs such as Make Every Block Better and Fund Her Future, enhancing the company's commitment to community connections and support for small businesses [3] - H&R Block has been recognized for its high associate engagement and was featured in a Harvard Business School case study for its transformation efforts [3] Curtis Campbell's Background - Campbell has extensive experience in the tax industry, having held executive roles at Capital One, Intuit, and Amazon Web Services, and previously served as President and CEO of TaxAct [9][8] - He joined H&R Block in May 2024 and has been leading customer-centric strategies and product management excellence [8]
H&R Block, Inc. Announces Leadership Succession Plan