Strategic Client Delivery Lead – R&D Tax Credits

BOAST Corp; Calgary; Hybrid; CAD 95,000 - 125,000; Full time

Benefits offered by this job

Health and dental benefits

RRSP matching

3 weeks paid vacation

Ownership of meaningful work

Job summary

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

You'll guide clients through complex claims and audits, oversee cross-functional delivery work, and ensure high-quality, actionable outcomes using a mix of expertise and AI-enabled technology. This hybrid role offers ownership and growth.

Qualifications

• 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 in fast-paced environments.
• Strong client management and communication skills, including ability to navigate competing priorities.
• Strong understanding of claim strategy, audit processes, compliance considerations, and delivery risk management.
• Experience supporting clients through audits, government reviews, and documentation processes.

Responsibilities

• Manage a portfolio of client accounts, owning successful claim delivery, client engagement, and long-term account health.
• Act as a trusted advisor to clients by guiding claim strategy, coordinating successful claim delivery, and helping clients navigate audits and claim requirements.
• Lead multiple concurrent claim engagements, balancing timelines, priorities, risks, and stakeholder expectations in a fast-paced, deadline-driven environment.
• Partner with Technical Solutions Managers and internal teams to ensure claims are delivered accurately, efficiently, and with high quality.
• Review technical and financial documentation and help clients maximize eligible claim opportunities.
• Lead clients through audit processes, including audit strategy, documentation coordination, government communications, and interview preparation.
• Build strong client relationships through proactive communication, sound judgment, and a solutions-oriented mindset.
• Identify risks, process improvement opportunities, and operational efficiencies across the claim lifecycle.
• Collaborate with Product, Sales, and Pre-Sales teams to improve the client experience, support platform evolution, and strengthen delivery processes.
• Stay current on government incentive programs, industry trends, and evolving claim requirements.

Skills

Client management

Communication

Audit support

Strategic advisory

Cross-functional

Portfolio management

Tools

JIRA

Asana

GitHub

ClickUp

Linear

Notion

QuickBooks

FreshBooks

Oracle NetSuite

Ceridian

Wagepoint

Job description

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

You'll guide clients through complex claims and audits, oversee cross-functional delivery work, and ensure high-quality, actionable outcomes using a mix of expertise and AI-enabled technology. This hybrid role offers ownership and growth.