Client Delivery Manager - Calgary

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 centre 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: Calgary, Alberta 🏢 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

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 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.

As you progress in your role, you will have opportunities to take on challenging projects and responsibilities that will enhance your skills and prepare you for future roles within the company. Examples of future roles could include Senior Manager, Delivery, Client Partner, or Solution Consultant.