Technical Solutions Manager

Boast specializes in helping organizations claim and access eligible R&D tax credits, minimizing audit risks and time-consuming processes in Canada and the United States. Boast combines in-house technical and R&D tax expertise with the latest AI technology to help companies effortlessly navigate the complexities of tax credits, enabling them to focus on what they do best: Innovate.

• Since Boast’s founding in 2011, we’ve helped thousands of businesses across North America tap into more than $600 million in innovation capital to build stronger products, extend their runway and drive world-changing innovation.

Come join our mission to enable innovators to change the world!

About the Role:

As a Technical Solutions Manager, you are responsible for the successful delivery of the claims in your client assignments. You are a self-starter who embraces learning and proactively seeks opportunities to expand your knowledge. You have a collaborative spirit and communicate effectively with both technical teams and C-level executives. With an eye for detail, you are meticulous in managing documentation and maintaining accurate records, ensuring nothing is overlooked. You are passionate about technology and fully committed to delivering an exceptional client experience.

Key Responsibilities:

• Act as a trusted advisor and leverage your deep domain knowledge and incentive program experience to help your clients plan their strategy for their annual claim.
• Advise clients on strategic filing positions and develop work plans to successfully manage expectations.
• Understand, analyze, and interpret tax legislation governing Tax Credit programs in order to assist clients in determining eligible expenditures and activities.
• Execute the claim delivery process throughout the entire client lifecycle, including proactive interviews and end of year claim preparation.

- Oversee the execution and delivery of concurrent projects while managing claim delivery targets and client expectations.

- Proactively identify, communicate, and mitigate project risks to ensure successful outcomes.

- Coordinate and gather necessary financial and technical information.

- Conduct technical interviews to extract relevant information.

- Translate complex technical information into clear, focused narratives that highlight key aspects of technical efforts.

- Prepare technical and financial deliverables for review by Delivery Managers and Client Partners.

- Maintain meticulous records and ensure internal systems are up-to-date.

- Offer constructive insights to help clients maximize their claim potential.

• Utilize team resources appropriately to ensure projects are delivered successfully, delays and overruns are minimized, and project efficiencies and budgets are managed and proactively communicated.
• Support Delivery Managers and Client Partners during the audit process. This includes:

- Coordinating and corresponding with relevant government agencies;

- Collecting, producing, and managing the presentation of documentation for review by government agencies;

- Provide support during calls with government representatives, including any interview preparation required.

- Conduct follow-up with relevant parties to ensure prompt and timely responses to inquiries as well as

responses from government agencies.

• Operate independently, taking ownership of assigned tasks and projects.
• Stay updated on changes in government policies and procedures. Regularly review and refine documentation practices to enhance effectiveness and incorporate new information.
• Encourage a mindset of continuous improvement and solutioning by regularly reviewing processes and performance and providing feedback for refinement and growth.
• Identify and address process improvements proactively. Actively participate and partner with internal teams to roll out the needed changes and initiatives.
• Ensure continued client satisfaction post-claim completion by maintaining regular contact and offering ongoing support and guidance. Conduct proactive interviews to understand current client needs and developments, develop preliminary filing positions, and initial work plans.
• Promote and champion the adoption of the Boast platform. Enthusiastically provide feedback as to ways to enhance the Boast Platform, create efficiencies, and introduce new features to improve claim prep and delivery.
• Develop and execute on a suitable Professional Development plan (PDP) that helps you grow as a professional and remain relevant to Boast’s client base.

Required Experience/Skills

• 1-3 years’ experience in the STEM industry
• Effective skills in persuasion and influence, as well as an ability to enthuse and inspire
• 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) and best practices within each system
• Demonstrated ability to be an independent and strategic thinker
• Meticulous attention to detail and organizational skills to manage complex tasks and projects efficiently
• Proficient in comprehending technical discussions, analyzing information, and synthesizing insights effectively
• Drive and determination to succeed in a dynamic company and growing team
• Ability to meet multiple deadlines and prioritize tasks appropriately
• Ability to travel to client offices and conferences
• Ability to lead or follow as the situation mandates
• Exceptional communication and presentation skills including great public speaking skills and workshop facilitation
• Language: English and/or French, Spanish, or Mandarin

Why You’ll Thrive at Boast Capital:

• Competitive compensation package with a robust benefits plan.
• An ethos of remote-first and flexible work arrangements to support your lifestyle.
• A transparent and collaborative management approach empowering team-led decision-making.
• Pathways for career progression, including leadership and innovation opportunities.
• A commitment to continuous learning and personal development.
• Company socials and regular team-building activities to foster a connected community.
• Involvement in our signature events and conferences, enriching both your network and knowledge.