Senior Manager
Current
Dec 2023 - Present
AeroLeads people directory · profile
Gregory Klein Email & Phone Number
Senior Manager
at
Levenson Katzin & Ballotta
1 work email found
@millerkaplan.com
3 phones found area 818
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager
Location
Fort Lauderdale, Florida, United States
Who is Gregory Klein? Overview
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Quick answer
Gregory Klein is listed as Senior Manager at Levenson Katzin & Ballotta, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at millerkaplan.com, phone signal with area code 818, and a matched LinkedIn profile for Gregory Klein.
Gregory Klein previously worked as Director at Leonardo & Company and Partner at Miller, Kaplan, Arase & Co., Llp. Gregory Klein holds Bachelors Of Science, Business Administration (Accounting), Business/Accounting from California State University, Northridge.
Company email context
Email format at Levenson Katzin & Ballotta
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{first_initial}{last}@millerkaplan.com
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AeroLeads found 1 current-domain work email signal for Gregory Klein. Compare company email patterns before reaching out.
Profile bio
About Gregory Klein
I have 35 years of public accounting experience providing accounting and financial statement audit, review and compilation services, income tax compliance and planning services, business planning, transactional analysis and due diligence services to closely held and emerging businesses.Currently, I am a senior manager at Levenson, Katzin & Ballotta, PA, in Plantation, Florida, overseeing accounting, advisory, income tax and financial statement audit, review and compilation services for the firm’s various clientele who operate in a wide array of industries.I also work with single-employer 401(k) and 403(b) plans, helping companies to better understand the technical complexities that come with operating a qualified plan and ensuring compliance with their annual benefit plan audit requirements.Previously, I spent 20 years with Miller, Kaplan, Arase & Co., LLP, a Top 100 firm, the last 12 years with the firm I served as a partner overseeing audit and tax services.I am a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.Outside of work, I enjoy spending time outdoors — biking, hiking, fishing — and spending time with my family. I also enjoy NHL hockey, specifically, the LA Kings and Florida Panthers. I’ve been a devoted hockey fan since attending my first game back in 1971. I also consider myself somewhat of a foodie and love discovering new and interesting restaurants.Areas of expertise/services include: Financial statement audits, reviews and compilationsPrivately held companiesIncome tax planning and complianceSingle employer 401(k) and 403(b) plansAdvisory services, best practicesDue diligence, merger/acquisition assistanceIndustries served, past and present, include:Manufacturing/distribution/wholesaleHealthcareNonprofitsConstructionEducationLegalEntertainmentTechnologyNatural resourcesCIRAs
Listed skills include Accounting, Auditing, Income Tax, Tax Accounting, and 21 others.
Current workplace
Gregory Klein's current company
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6 roles · 30 years
Gregory Klein work experience
A career timeline built from the work history available for this profile.
Director
I am excited to have joined Leonardo & Company, CPAs, as Director of Audit and Tax Services. The firm specializes in serving clients in several complex industries, including CIRAs (Common Interest Realty Associations, including HOAs and condominiums), manufacturing, nonprofits, and privately held businesses and their related retirement plans such as 401(k) and 403(b) plans. Leonardo & Company is a full-service firm specializing in audits, reviews, and compilations for clients in the aforementioned industries
Mar 2022 - Dec 2023
Partner
Currently, I lead Miller Kaplan’s Food & Beverage practice group, overseeing advisory, income tax, accounting and financial statement audit services for food and beverage clients. Additionally, I assist such clients in identifying and monetizing potential research and development (“R&D”) credits.I also work with more than 50 employee benefit plans, helping them better understand the technical complexities that come with operating a qualified plan and ensuring compliance with their annual benefit plan audit requirements.Areas of Expertise/Services:Financial statement audits, reviews, and compilationsPrivately held companiesIncome tax planning and complianceAdvisory services, best practicesDue diligence, merger/acquisition assistanceSingle employer 401(k) plansIndustries Served:Food and beverageEntertainmentTechnologyManufacturing/Distribution/WholesaleNatural Resources
Mar 2009 - Jun 2022
Manager, Audit And Accounting Services
2001 - 2009
~8 yrs
Director Of Finance
2000 - 2001
~1 yr
Audit Manager
Duitch, Franklin & Co., Llp
1997 - 2000
~3 yrs
1 education record
Gregory Klein education
-
California State University, Northridge
FAQ
Frequently asked questions about Gregory Klein
Quick answers generated from the profile data available on this page.
What company does Gregory Klein work for?
Gregory Klein works for Levenson Katzin & Ballotta.
What is Gregory Klein's role at Levenson Katzin & Ballotta?
Gregory Klein is listed as Senior Manager at Levenson Katzin & Ballotta.
What is Gregory Klein's email address?
AeroLeads has found 1 work email signal at @millerkaplan.com for Gregory Klein at Levenson Katzin & Ballotta.
What is Gregory Klein's phone number?
AeroLeads has found 3 phone signal(s) with area code 818 for Gregory Klein at Levenson Katzin & Ballotta.
Where is Gregory Klein based?
Gregory Klein is based in Fort Lauderdale, Florida, United States while working with Levenson Katzin & Ballotta.
What companies has Gregory Klein worked for?
Gregory Klein has worked for Levenson Katzin & Ballotta, Leonardo & Company, Miller, Kaplan, Arase & Co., Llp, Digital Boardwalk, and Duitch, Franklin & Co., Llp.
How can I contact Gregory Klein?
You can use AeroLeads to view verified contact signals for Gregory Klein at Levenson Katzin & Ballotta, including work email, phone, and LinkedIn data when available.
What schools did Gregory Klein attend?
Gregory Klein holds Bachelors Of Science, Business Administration (Accounting), Business/Accounting from California State University, Northridge.
What skills is Gregory Klein known for?
Gregory Klein is listed with skills including Accounting, Auditing, Income Tax, Tax Accounting, Cpa, Financial Reporting, Financial Audits, and Tax.
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