H&R Block Names Andy Phillips as New Vice President of The Tax Institute
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.
H&R Block (NYSE: HRB) ha promosso Andy Phillips a Vice Presidente del The Tax Institute, succedendo alla Chief Tax Officer in pensione Kathy Pickering. Phillips, con 15 anni di esperienza in Block, guiderà il team di esperti fiscali dell'azienda, fornendo ricerca e analisi delle leggi fiscali. La sua esperienza include la guida dell'analisi delle leggi e delle politiche fiscali, della ricerca fiscale e dei rapporti con agenzie e industrie.
Phillips è riconosciuto per i suoi contributi a varie associazioni di settore focalizzate sulle tasse e ai consigli consultivi dell'IRS. Ricopre posizioni di leadership in organizzazioni come il Consiglio esecutivo senior ISAC, il Comitato consultivo sull'amministrazione fiscale elettronica dell'IRS e il Consiglio esecutivo CERCA. Phillips è inoltre coinvolto in sforzi collaborativi per combattere il furto d'identità e le frodi sui rimborsi fiscali, contribuendo a plasmare gli standard e le pratiche del settore.
H&R Block (NYSE: HRB) ha promovido a Andy Phillips como Vicepresidente del The Tax Institute, en sucesión de la Jefa de impuestos Kathy Pickering, quien se retira. Phillips, quien tiene 15 años en Block, liderará el equipo de expertos en impuestos de la compañía, proporcionando investigación y análisis de las leyes fiscales. Su experiencia incluye la dirección del Análisis de Leyes y Políticas Fiscales, la Investigación Fiscal y las Relaciones con Agencias e Industrias.
Phillips es reconocido por sus contribuciones a diversas asociaciones de la industria enfocadas en impuestos y a consejos asesores del IRS. Ocupa posiciones de liderazgo en organizaciones como la Junta Ejecutiva Senior del ISAC, el Comité Asesor de la Administración Fiscal Electrónica del IRS y la Junta Ejecutiva de CERCA. Phillips también participa en esfuerzos colaborativos para combatir el fraude de reembolso de impuestos por robo de identidad, contribuyendo a definir los estándares y prácticas de la industria.
H&R Block (NYSE: HRB)는 Andy Phillips를 The Tax Institute의 부사장으로 승진시켰으며, 이는 은퇴하는 세무 책임자 Kathy Pickering의 뒤를 이은 것입니다. 15년 동안 Block에서 근무한 Phillips는 회사의 세무 전문가 팀을 이끌며 세법에 대한 연구와 분석을 제공합니다. 그의 경험에는 세법 및 정책 분석, 세무 연구, 그리고 기관 및 산업 관계의 관리가 포함됩니다.
Phillips는 다양한 세무 관련 산업 협회와 IRS 자문 위원회에 대한 기여로 인정받고 있습니다. 그는 ISAC 고위 임원 위원회, IRS 전자 세무행정 자문 위원회, 그리고 CERCA 이사회와 같은 조직에서 리더십 직책을 맡고 있습니다. 또한, Phillips는 신원 도용 세금 환급 사기와 맞서기 위한 협력 노력에 참여하며 산업 표준과 관행을 형성하는 데 기여하고 있습니다.
H&R Block (NYSE: HRB) a promu Andy Phillips au poste de Vice-Président du The Tax Institute, succédant ainsi à la Directrice des impôts sortante Kathy Pickering. Phillips, avec ses 15 ans d'expérience chez Block, dirigera l'équipe d'experts fiscaux de l'entreprise, fournissant recherche et analyse des lois fiscales. Son expérience comprend la direction de l'analyse des lois fiscales et des politiques, de la recherche fiscale et des relations avec les agences et l'industrie.
Phillips est reconnu pour ses contributions à diverses associations de l'industrie axées sur la fiscalité et à des conseils consultatifs de l'IRS. Il occupe des postes de direction dans des organisations telles que le Conseil Exécutif Senior ISAC, le Comité Consultatif de l'Administration Fiscale Électronique de l'IRS et le Conseil Exécutif de CERCA. Phillips est également impliqué dans des efforts collaboratifs pour lutter contre la fraude de remboursement d'impôts liée au vol d'identité et contribue à façonner les normes et pratiques de l'industrie.
H&R Block (NYSE: HRB) hat Andy Phillips zum Vizepräsidenten des The Tax Institute befördert, um die nach ihrem Rücktritt scheidende Chief Tax Officer Kathy Pickering zu ersetzen. Phillips, der seit 15 Jahren bei Block ist, wird das Team von Steuerspezialisten des Unternehmens leiten und Forschung sowie Analysen zu Steuerrecht bereitstellen. Zu seinen Erfahrungen gehören die Leitung der Analyse von Steuerrecht und -politik, die Steuerforschung sowie die Beziehungen zu Behörden und Industrie.
Phillips wird für seine Beiträge zu verschiedenen steuerorientierten Branchenverbänden und IRS-Beratungsgremien anerkannt. Er nimmt Führungspositionen in Organisationen wie dem ISAC Senior Executive Board, dem IRS Electronic Tax Administration Advisory Committee und dem CERCA Executive Board ein. Phillips engagiert sich auch in gemeinsamen Bemühungen zur Bekämpfung von Identitätsdiebstahl und Steuerbetrug bei Rückerstattungen und trägt zur Gestaltung von Branchenstandards und -praktiken bei.
- Promotion of experienced internal candidate to key leadership position
- Continuity in leadership of The Tax Institute
- Phillips' extensive industry involvement and external leadership roles
- 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.
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