indeed
Technical Solutions Manager (Bilingual)
Boast Capital LP
Ottawa, CAN
Full Time
Mid
Hybrid
Today
R&D Tax CreditsSR&EDData AnalysisTechnical WritingProject ManagementJIRA
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R&D Tax CreditsSR&EDData Analysis
About the Role
Boast is hiring a Bilingual Technical Solutions Manager to transform complex technical and financial information into high-quality R&D tax credit claims. You will work directly with technical teams to identify eligible R&D activities and translate projects into clear claim narratives.
Key Skills for This Role
R&D Tax CreditsSR&EDData AnalysisTechnical WritingProject ManagementJIRA
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
- 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
- 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
- Strong communication and collaboration skills
- A proactive, curious, and solutions oriented mindset
Full Job Posting
About Boast
- Boast is redefining how companies unlock R&D funding, turning a complex, manual, and audit prone process into a streamlined, scalable engine for growth.
- Since 2011, Boast has helped thousands of businesses access over CAD 600 million in innovation capital.
About the Role
- As a Technical Solutions Manager you’ll help transform complex technical and financial information into high quality R&D tax credit claims for companies across Canada and the U.S.
- You’ll work directly with technical and R&D teams to understand the work they’re doing, identify eligible R&D activities, and translate complex projects into clear, defensible claim narratives.
- This is a highly collaborative, detail oriented role that combines technical curiosity, analytical thinking, and strong communication skills.
Key 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
What You Bring
- 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
Boast Benefits
- Comprehensive health and dental benefits package
- RRSP matching program
- Three weeks of paid vacation
- Remote first environment with access to co working spaces in Montreal, Toronto, Vancouver, and Calgary
- 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
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