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About the Role

As a Technical Solutions Manager, you will transform complex technical and financial information into high-quality R&D tax credit claims for companies across Canada and the U.S. You will work directly with technical and R&D teams to understand their work, identify eligible R&D activities, and translate complex projects into clear, defensible claim narratives. You will also quantify eligible spend by reviewing payroll data, contractor costs, and financial documentation through Boast’s platform and delivery process. This role combines technical curiosity, analytical thinking, and strong communication skills in a fast-paced environment.

Responsibilities

Manage multiple concurrent claim deliverables in a fast-paced, deadline-driven environment while balancing quality, accuracy, and competing priorities
Conduct technical interviews with client teams to understand R&D activities, technical challenges, and iterative development work
Analyze technical, payroll, contractor, and financial information to support eligible R&D tax credit claims
Translate complex technical discussions into clear claim narratives, supporting documentation, financial inputs, and client deliverables
Apply SR&ED program requirements and eligibility criteria to technical projects and supporting evidence throughout the claim preparation process
Prepare and support claim deliverables through audit preparation, government reviews, documentation requests, and client follow-up alongside Delivery Managers and Client Partners
Identify gaps, risks, or unclear information in claim materials and proactively work with clients and internal teams to resolve them
Collaborate with cross-functional teams to improve internal processes, strengthen delivery quality, and support continued platform improvements

Requirements

1–3+ years of experience in a STEM, R&D, SR&ED, technical consulting, engineering, software, scientific, or related environment
Strong ability to understand technical discussions, ask effective follow-up questions, and synthesize complex information into clear written narratives
Bilingual fluency in French and English is required.
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 analytical and organizational skills, with high attention to detail and the ability to manage multiple deadlines and competing priorities
Comfort working with payroll data, contractor costs, financial documentation, or other structured operational data
Familiarity with R&D tax credits, SR&ED, government incentives, or grant funding is considered a strong asset
Strong communication and collaboration skills, with the ability to work effectively with technical teams, client stakeholders, and internal delivery partners
A proactive, curious, and solutions-oriented mindset with the ability to operate independently once context and expectations are clear
Ability to travel occasionally for client meetings, conferences, or team collaboration

Skills

Technical curiosity
Analytical thinking
Strong communication skills
Bilingual fluency in French and English
Project management tools
Accounting systems
Payroll systems
Analytical skills
Organizational skills
Attention to detail
Collaboration skills
Solutions-oriented mindset

Location

Montreal
Toronto
Ottawa

Work Type

Hybrid
Remote-first

Experience Level

1-3+ years

Salary/Compensations

$65,000 - $85,000 annually, plus up to a 10% discretionary bonus

Benefits

Comprehensive health and dental benefits package
RRSP matching program
Three weeks of paid vacation
Opportunity to take ownership of meaningful work and directly influence outcomes in a growing, product-driven company
Work alongside a team focused on solving complex, high-impact problems in a fast-moving, start-up environment

About the Company

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 fast, 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!

Equal Opportunity

Boast is an equal opportunity employer committed to diversity and inclusion.
We prohibit discrimination and harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by provincial, federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.
Boast makes hiring decisions based solely on qualifications, merit, and business needs at the time.
We appreciate the interest of all applicants, but only qualified candidates will be contacted for further consideration