Boast is redefining how companies unlock R&D; funding, turning a complex, manual, and audit-prone process into a streamlined, scalable engine for growth. By combining deep technical and R&D; tax expertise with purpose-built AI, Boast helps companies across Canada and the U.S. unlock critical funding with confidence so they can focus on building and growing. Since 2011, Boast has helped thousands of businesses access over $600 million in innovation capital.

At Boast, you have the opportunity to do meaningful, high-impact work without operating in a rigid structure. You are trusted to take ownership, work directly with interesting clients, and contribute to how solutions are built and delivered. Problems are complex, the work is collaborative, and the pace is rapid, which creates an environment where you can expand beyond a single specialty, build real judgment, and see the direct impact of your work. For those who want responsibility, visibility, and the ability to influence outcomes, let's talk

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

This is a highly strategic, client-facing role that sits at the center of delivery, advisory, operations, and relationship management. You’ll guide clients through complex claim and audit processes, oversee cross-functional delivery work, help teams navigate competing priorities, and ensure claims are delivered with quality, accuracy, and confidence.

You’ll work closely with Technical Solutions Managers, Product, Sales, and leadership teams to continuously improve how work gets delivered at scale through a combination of deep expertise, operational excellence, and AI-enabled technology.





This role is ideal for someone who thrives in fast-moving environments, enjoys balancing people, projects, and strategy, and wants meaningful ownership in a company modernizing how businesses access R&D; funding.

Location: Montreal preferred; Ottawa, Toronto or Atlantic Canada may be considered for strong French speakers.

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

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

Language: Bilingual fluency in French and English is required.

Key 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 closely with Technical Solutions Managers and internal teams to ensure claims are delivered accurately, efficiently, and with a high standard of 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

What You Bring

Bilingual fluency in French and English is required

5+ years of experience in R&D; tax credits, government incentives, grant funding, or a related advisory environment

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 (e.g., JIRA, Asana, GitHub, Clickup, Linear, Notion), accounting systems (e.g., QuickBooks, FreshBooks, Oracle NetSuite) and payroll systems (Ceridian, Wagepoint, 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

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