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About Boast

Boast is redefining how companies across Canada and the U.S. access R&D; funding, turning a complex, manual, and audit-prone process into a streamlined, scalable engine for growth. By combining deep tax expertise with our purpose-built AI, Boast helps clients capture the full value of their R&D;, organize the evidence behind it, and build high-quality, defensible claims. Our technology reduces manual data collection and administrative work, so client conversations focus on what teams are building, the problems they’re solving, and where they want to go next.

This model sets Boast apart by giving our experts the insight needed to tailor each claim strategy to the client’s current needs, R&D; roadmap, and broader business objectives. Since 2011, Boast has helped more than 2,000 businesses access over $675 million in innovation capital.

At Boast, you are directly connected to innovation. Our teams work alongside founders, engineers, product teams, and R&D; leaders from an exceptionally diverse range of companies and industries. That means exposure to fascinating science and technology, closer client partnerships, and the chance to secure funding that can be genuinely meaningful to a client’s growth. You’ll be trusted to take ownership, follow your curiosity, and help shape the evolution of Boast’s technology-enabled service.

About the Role

As a Client Delivery Manager, you’ll own the successful delivery of R&D; tax credit claims for a portfolio of companies across Canada and the U.S.

This strategic, client-facing role brings together portfolio management, senior client advisory, delivery oversight, and relationship management. You’ll guide clients through claim strategy, delivery, audits, and government reviews while coordinating work across technical and financial teams. You’ll balance timelines, risks, and competing priorities to ensure every claim is accurate, timely, and defensible.

You’ll work closely with Technical Solutions Managers, Product, Sales, Pre-Sales,



and leadership to strengthen the client experience and continuously improve how Boast delivers high-quality work at scale. You’ll also build a close understanding of each client’s R&D; activities and help identify credible opportunities across relevant tax credit and incentive programs.

This role is ideal for an experienced SR&ED;, R&D; tax credit, government incentives, or grant funding professional who enjoys building trusted client relationships, leading complex engagements, and taking meaningful ownership of client and delivery outcomes.

? Location: Calgary, or Edmonton, Alberta

? In-person collaboration: This is a hybrid role with occasional in-person work

? Compensation: $100,000 to $120,000 annually, plus up to a 15% discretionary bonus

Key Responsibilities

- Manage a portfolio of client accounts with ownership of successful claim delivery, client engagement, and long-term account health
- Act as a trusted advisor by guiding claim strategy, coordinating delivery, and helping clients navigate claim requirements, audits, and government reviews
- Lead multiple concurrent claim engagements, balancing timelines, priorities, risks, and stakeholder expectations in a fast-paced, deadline-driven environment
- Partner closely with Technical Solutions Managers and internal teams to ensure claims are delivered accurately, efficiently, and to a high standard of quality
- Review technical and financial documentation, identify gaps or areas requiring further investigation, and help clients maximize eligible claim opportunities
- Lead clients through audit processes, including audit strategy, documentation coordination, government communications, and interview preparation
- Build trusted, long-term client relationships through proactive communication, sound judgment, and confidence navigating challenging conversations
- Identify delivery risks, process improvement opportunities, and operational efficiencies across the claim lifecycle
- Collaborate with Product, Sales, and Pre-Sales to improve the client experience,



strengthen delivery processes, and translate client and team feedback into improvements to Boast’s technology
- Stay current on government incentive programs, industry developments, and evolving claim requirements

What You Bring

- 5+ years of experience in R&D; tax credits, government incentives, grant funding, or a related advisory environment. Relevant titles may include SR&ED; Manager, R&D; Tax Credit Manager, Government Incentives Manager, Innovation Funding Manager, Senior SR&ED; Consultant, or a comparable client advisory role
- Experience managing complex client portfolios and leading concurrent claim delivery engagements in fast-paced, deadline-driven environments
- Strong client-management and communication skills, including the ability to navigate competing priorities and challenging conversations
- Strong understanding of claim strategy, audit processes, compliance considerations, and delivery risk management
- Experience supporting clients through audits, government reviews, and technical or financial documentation processes
- Familiarity with project-management tools such as JIRA, Asana, GitHub, ClickUp, Linear, and Notion; accounting systems such as QuickBooks, FreshBooks, and Oracle NetSuite; and payroll systems such as Ceridian, Wagepoint, and QuickBooks, or similar tools and best practices within each system
- Strong organizational skills, business judgment, and a proactive, solutions-oriented approach to problem-solving
- Experience collaborating cross-functionally within high-growth or evolving environments
- Experience in STEM or supporting technical, software, engineering, or innovation-focused organizations is considered a strong asset
- Ability to travel occasionally for client meetings, conferences, or team collaboration

Boast Benefits

- Comprehensive health and dental perks package
- RRSP matching program
- Three weeks of paid vacation
- Hybrid work model
- Meaningful ownership of a varied client portfolio, with the opportunity to influence claim strategy, client relationships, and delivery outcomes
- Continuous learning through exposure to fascinating R&D; across different companies and industries
- A collaborative team that values curiosity, sound judgment, thoughtful questions, and people who actively share their knowledge

📌 R&D Tax Client Delivery Manager (Alberta)
🏢 Boast
📍 Alberta