Making H&R Block More Digital

The president and CEO of H&R Block discusses his eclectic career path, openness to learning and how his company is adapting to digital-first.

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Jeff Jones is the president and CEO of H&R Block, the tax prep company. He talks with #ThePlaybook host David Meltzer about his career path, being a lifelong student, balancing fatherhood and and how his company is continuing to transform during the pandemic.

Jones discusses his eclectic career and how his retail experience with a focus on and digital prepared him for his current role at H&R Block. He talks about the lessons he learned from his mom & pop entrepreneur parents and as a catcher during his year at Fork Union Military Academy.

Jones talks about shifting his focus mid-career and reprioritizing his family, from his kids to listen as much as he speaks, asking questions rather than preaching.

Jones outlines H&R Block’s transformation from a brick-and-mortar-based tax company to a combination of retail and digital, shifting their online offerings to incorporate DIY tax prep tools while prioritizing connecting customers with tax professionals. He also talks about the persistent need for retail locations despite the pandemic, including the needs of customers to have confidential face-to-face conversations with tax preparers.

Related: Taking Control of Your Brand

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