Derek Osborne
Financial Services and Investment Management Tax Senior Manager, Deloitte Tax
- Role
- Tax Senior Manager at Deloitte
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Derek Osborne
I’m a Tax Senior Manager at Deloitte based in Charlotte, North Carolina. I serve as a strategic tax partner to my clients, translating complex technical topics into practical decisions and managing tax projects end to end, from scoping and planning through execution and delivery. My experience serving clients across industries including banking, investment management, insurance, credit, and renewable energy enables me to bring a broad perspective and a strong network of specialists to help solve evolving business needs.A core focus of my work is advising management companies on tax compliance and advisory matters, including entity structuring and ownership considerations as the business scales. This includes developing and evaluating structures and planning approaches intended to help owners and profit interest holders capture maximum value, while balancing commercial objectives, administrability, and tax technical requirements.I also have significant experience coordinating tax compliance and consulting for credit platforms across direct lending, distressed debt, mezzanine, and multi strategy separately managed accounts (SMAs), often involving complex onshore and offshore structures with feeder funds, special purpose vehicles (SPVs), and general partner (GP) entities. In addition, I support renewable energy clients with tax consulting and compliance for wind and solar projects, including tax credit qualification and optimization analysis and hypothetical liquidation at book value (HLBV) model review.
Experience
Tax Senior Manager
May 2023 — Present · Charlotte, NC, US
Education
Bentley University
Bachelor Science, Accounting
2010 — 2011
University of Virginia
Master of Science (M.S.), Accounting
2014 — 2015
University of South Carolina
Bachelor Science, Accounting; Criminal Justice
2012 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.