Technical Solutions Manager

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January 31

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Boast

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Finance • Fintech • SaaS

Boast is a leading provider of R&D tax credit solutions, combining technical and R&D tax expertise with AI technology to simplify claim preparation and maximize returns. Trusted by over 1000 companies across North America, Boast helps businesses identify and claim innovation capital efficiently through their secure, AI-driven platform. With a focus on SR&ED and R&D tax credits, Boast offers a holistic approach that reduces audit risks and client time commitment while ensuring peace of mind during audits if they occur. The company aims to streamline the process of claiming R&D tax credits, allowing companies to focus on innovation without the stress of audits.

51 - 200 employees

💸 Finance

💳 Fintech

☁️ SaaS

💰 Debt Financing on 2021-02

📋 Description

• Responsible for the successful delivery of claims in client assignments. • Act as a trusted advisor to help clients plan their strategy for claims. • Advise clients on filing positions and develop work plans. • Understand and analyze tax legislation for Tax Credit programs. • Execute the entire claim delivery process for clients. • Oversee delivery of concurrent projects while managing expectations. • Coordinate necessary financial and technical information. • Prepare technical and financial deliverables for review. • Maintain accurate records and ensure systems are up-to-date. • Support Delivery Managers during the audit process. • Conduct interviews to understand clients' needs and develop filing positions. • Encourage continuous improvement and partner with teams for changes.

🎯 Requirements

• 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.

🏖️ Benefits

• 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. • Unlimited PTO to ensure a healthy work-life balance. • Company retreats to exquisite locales and regular team-building activities to foster a connected community. • Involvement in our signature events and conferences, enriching both your network and knowledge.