Bilingual R&D Tax Delivery Lead (Montreal/Hybrid)

Boast; Montreal; Hybrid; CAD 100,000 - 120,000; Full time

Benefits offered by this job

RRSP matching program

Three weeks of paid vacation per year

Comprehensive health and dental benefi

Hybrid work model with coworking in MT

Ownership of meaningful work

Job summary

Boast is seeking a Client Delivery Manager to lead the delivery of R&D tax credit claims for a portfolio of companies across Canada and the U.S. This strategic, client-facing role sits at the center of delivery, advisory, operations, and relationship management.

You'll guide clients through complex claim and audit processes and work with cross-functional teams to scale delivery through expert knowledge and AI-enabled technology.

Qualifications

• Bilingual fluency in French and English is required.
• 5+ years of experience in R&D tax credits, government incentives, grant funding, or related advisory environment.
• Experience managing complex client portfolios and leading concurrent claim delivery engagements.
• Strong client management and communication skills, including handling competing priorities and challenging conversations.
• Experience supporting clients through audits, government reviews, and technical/financial documentation processes.

Responsibilities

• Manage a portfolio of client accounts, owning successful claim delivery and long-term account health.
• Act as a trusted advisor to clients by guiding claim strategy and coordinating successful delivery while navigating audits.
• Lead multiple concurrent claim engagements in a fast-paced, deadline-driven environment.
• Collaborate with Technical Solutions Managers and internal teams to ensure high-quality, efficient claims delivery.
• Review technical and financial documentation to maximize eligible claim opportunities.
• Lead clients through audit processes, including strategy, documentation coordination, and government communications.
• Build strong client relationships through proactive communication and sound judgement.
• Identify risks and process improvements across the claim lifecycle.
• Work with Product, Sales, and Pre-Sales teams to improve client experience and delivery processes.
• Stay current on government incentive programs and evolving claim requirements.

Skills

Bilingual French & English

R&D tax credits experience

Client portfolio management

Client relationship management

Delivery leadership

Tools

JIRA

Asana

GitHub

ClickUp

Linear

Notion

Job description

Boast is seeking a Client Delivery Manager to lead the delivery of R&D tax credit claims for a portfolio of companies across Canada and the U.S. This strategic, client-facing role sits at the center of delivery, advisory, operations, and relationship management.

You'll guide clients through complex claim and audit processes and work with cross-functional teams to scale delivery through expert knowledge and AI-enabled technology.